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Vanguard ESG US Stock ETF

399 hedge funds and large institutions have $1.62B invested in Vanguard ESG US Stock ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+29
Holders Change %
+7.84%
% of All Funds
6.44%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
72
Increased
170
Reduced
112
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
301
Atticus Wealth Management
Florida
$233K +$1.98K +30 +0.9%
FOA
302
Five Oceans Advisors
California
$231K -$67.6K -1,027 -23%
APG
303
Abacus Planning Group
South Carolina
$231K +$231K +3,506 New
LNC
304
Lincoln National Corp
Pennsylvania
$230K +$856 +13 +0.4%
CA
305
Continuum Advisory
Idaho
$229K -$9.68K -147 -4%
KTC
306
Kistler-Tiffany Companies
Pennsylvania
$229K +$329 +5 +0.1%
BFS
307
Bradley Foster & Sargent
Connecticut
$228K
PWP
308
Principle Wealth Partners
Connecticut
$225K -$11.6K -176 -5%
YWP
309
YorkBridge Wealth Partners
New York
$222K
GSIS
310
Global Strategic Investment Solutions
Arizona
$222K
RWM
311
Refined Wealth Management
Utah
$222K
ZF
312
Zhang Financial
Michigan
$220K +$3.03K +46 +1%
GW
313
GW & Wade
Massachusetts
$219K -$42.8K -651 -16%
PJSIMP
314
P.J. Schmidt Investment Management (PJS)
Wisconsin
$216K +$5.07K +77 +2%
TAM
315
Tocqueville Asset Management
New York
$216K
FCIM
316
Fairview Capital Investment Management
California
$214K
IWA
317
IBEX Wealth Advisors
New Jersey
$214K +$214K +3,247 New
AWM
318
Apollon Wealth Management
South Carolina
$214K +$214K +3,245 New
CWP
319
Corepath Wealth Partners
Arizona
$212K
CT
320
Cambridge Trust
Massachusetts
$210K +$7.45K +113 +4%
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$209K +$209K +3,175 New
RP
322
Rice Partnership
Hawaii
$205K +$205K +3,114 New
BJL
323
Brighton Jones LLC
Washington
$203K +$203K +3,078 New
MWM
324
Mascoma Wealth Management
New Hampshire
$193K +$856 +13 +0.4%
MFA
325
Morling Financial Advisors
California
$193K +$193K +2,928 New