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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

298 hedge funds and large institutions have $1.33B invested in Vanguard ESG US Stock ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 151 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+18
Holders Change %
+6.43%
% of All Funds
5.23%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
35
Increased
151
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$59.2M
2
CA
Crewe Advisors
Utah
$30.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
$283M
4
RCS
Retirement Capital Strategies
California
$13.7M
5
Wealthfront Advisers
Wealthfront Advisers
California
$9.8M

Top Sellers

1
SA
Stewardship Advisors
Pennsylvania
$665K
2
RJFSA
Raymond James Financial Services Advisors
Florida
$18.6M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
LSAG
Lake Street Advisors Group
New Hampshire
$0
5
CA
Cambridge Associates
Massachusetts
$4.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
276
Carroll Financial Associates
North Carolina
$24K +$24K +305 New
MFAM
277
M Financial Asset Management
Oregon
$22K – – –
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$20K +$9.6K +120 +92%
AF
279
Advisornet Financial
Minnesota
$20K +$20K +245 New
TCM
280
TD Capital Management
Tennessee
$18K – – –
GRP
281
Global Retirement Partners
California
$18K – – –
US Bancorp
282
US Bancorp
Minnesota
$18K +$18K +223 New
CAAS
283
Capital Asset Advisory Services
Michigan
$16K -$158 -2 -1%
DSC
284
Duncker Streett & Co
Missouri
$13K – – –
PP
285
Pacifica Partners
Canada
$13K – – –
TFA
286
Toth Financial Advisory
Virginia
$12K +$5.24K +65 +77%
First Manhattan
287
First Manhattan
New York
$11K – – –
ARMC
288
American Research & Management Company
Massachusetts
$11K – – –
GI
289
Gradient Investments
Minnesota
$11K +$11K +136 New
IWA
290
IBEX Wealth Advisors
New Jersey
$11K +$11K +136 New
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$8K – – –
LWM
292
Liberty Wealth Management
California
$8K +$81 +1 +1%
GLLW
293
Graves Light Lenhart Wealth
Virginia
$7K – – –
CIAS
294
CBIZ Investment Advisory Services
Ohio
$6K -$6K – –
AL
295
ADE LLC
Maryland
$6K +$1.52K +18 +34%
SQA
296
Simon Quick Advisors
New Jersey
$4K – – –
BlackRock
297
BlackRock
New York
$2K – – –
SCA
298
Stonebridge Capital Advisors
Minnesota
$2K +$2K +20 New
OHSU
299
Oregon Health & Science University
Oregon
– -$227M -2,837,938 Closed
Citadel Advisors
300
Citadel Advisors
Florida
– -$4.55M -56,907 Closed
9 10 11
12
13