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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
Bank of Montreal
351
Bank of Montreal
Ontario, Canada
$22.7K
CHA
352
Carmichael Hill & Associates
Maryland
$22K +$70 +1 +0.3%
PTC
353
Private Trust Company
Ohio
$20K -$3.93K -56 -15%
ARMC
354
American Research & Management Company
Massachusetts
$19K
IA
355
IFP Advisors
Florida
$19K
S
356
SignatureFD
Georgia
$19K
FRA
357
Front Row Advisors
California
$17K
MFAM
358
M Financial Asset Management
Oregon
$17K
PIP
359
Peachtree Investment Partners
Florida
$15K +$70 +1 +0.4%
GI
360
Gradient Investments
Minnesota
$14K -$6.04K -86 -27%
US Bancorp
361
US Bancorp
Minnesota
$14K
TFA
362
Toth Financial Advisory
Virginia
$14K +$70 +1 +0.5%
HGERS
363
Householder Group Estate & Retirement Specialist
Arizona
$14K +$15.9K +226 New
FSWA
364
Financial Synergies Wealth Advisors
Texas
$12K +$912 +13 +7%
NFSG
365
Newbridge Financial Services Group
Florida
$11K
GWSG
366
GPS Wealth Strategies Group
Colorado
$9K -$62.5K -891 -86%
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$9K
ACA
368
Aptus Capital Advisors
Alabama
$7K -$7.37K -105 -46%
CSB
369
City State Bank
Iowa
$6K
CPFP
370
Clear Perspectives Financial Planning
Ohio
$6K
BlackRock
371
BlackRock
New York
$3K -$5.83K -83 -61%
CWM
372
CarsonAllaria Wealth Management
Illinois
$2K
PWP
373
Principle Wealth Partners
Connecticut
$226 -$38.5K -549 -13%
RCS
374
Retirement Capital Strategies
California
-$3.74M -56,277 Closed
TFM
375
TFC Financial Management
Massachusetts
-$655K -9,867 Closed