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Vanguard ESG US Stock ETF

371 hedge funds and large institutions have $2.03B invested in Vanguard ESG US Stock ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 108

29% more capital invested

Capital invested by funds: $1.58B → $2.03B (+$454M)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

1% more funds holding

Funds holding: 368371 (+3)

1.09% less ownership

Funds ownership: 34.48%33.39% (-1.1%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
371
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.39%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
32
Increased
160
Reduced
108
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
326
EdgeRock Capital
Colorado
$59K +$66K +941 New
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.1K +$35.9K +512 +129%
TCOV
328
Trust Company of Vermont
Vermont
$57K +$7.02K +100 +13%
AIA
329
Arcadia Investment Advisors
Idaho
$54.9K
AWM
330
Abound Wealth Management
Tennessee
$53.6K +$211 +3 +0.4%
GWM
331
Grand Wealth Management
Michigan
$53K -$222K -3,165 -79%
Fidelity Investments
332
Fidelity Investments
Massachusetts
$49K -$222K -3,159 -80%
First Manhattan
333
First Manhattan
New York
$49K -$21.1K -300 -28%
BWS
334
BCR Wealth Strategies
Alabama
$49K
JWM
335
Janiczek Wealth Management
Colorado
$49K +$2.81K +40 +5%
CFD
336
Creative Financial Designs
Indiana
$44K
RBC
337
Roble Belko & Company
Pennsylvania
$41K
VCM
338
Vigilant Capital Management
Maine
$39K
OPW
339
Oxler Private Wealth
New York
$38.3K
NOI
340
Newton One Investments
Delaware
$37K
WFA
341
Wells Financial Advisors
Massachusetts
$36K -$10.2K -145 -20%
HS
342
Horan Securities
United States
$35K +$140 +2 +0.4%
Qube Research & Technologies (QRT)
343
Qube Research & Technologies (QRT)
United Kingdom
$33K +$36.4K +518 New
BWA
344
BDO Wealth Advisors
Florida
$31K -$3.51K -50 -9%
SWM
345
Selective Wealth Management
Virginia
$31K +$140 +2 +0.4%
GEA
346
Glen Eagle Advisors
New Jersey
$27.7K
EI
347
Ellevest Inc
New York
$27K +$140 +2 +0.5%
DIP
348
DT Investment Partners
Pennsylvania
$25K +$27.9K +398 New
WAS
349
Winch Advisory Services
Wisconsin
$24K
PCFFS
350
Pacific Center for Financial Services
California
$24K +$2.11K +30 +9%