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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
BC
376
Brio Consultants
California
-$644K -9,621 Closed
BSSFA
377
Baron Silver Stevens Financial Advisors
Florida
-$478K -7,204 Closed
Cetera Investment Advisers
378
Cetera Investment Advisers
Illinois
-$370K -5,576 Closed
CIA
379
Compass Ion Advisors
Pennsylvania
-$344K -5,176 Closed
AT
380
American Trust
Kentucky
-$334K -5,027 Closed
SQA
381
Simon Quick Advisors
New Jersey
-$344K -4,672 Closed
NAMM
382
NorthStar Asset Management (Massachusetts)
Massachusetts
-$267K -4,022 Closed
CIAS
383
CFS Investment Advisory Services
New Jersey
-$243K -3,665 Closed
FFA
384
Fragasso Financial Advisors
Pennsylvania
-$240K -3,613 Closed
FPAS
385
Focus Partners Advisor Solutions
Missouri
-$209K -3,144 Closed
CFG
386
Citizens Financial Group
Rhode Island
-$209K -3,142 Closed
SCM
387
Stonehearth Capital Management
Massachusetts
-$209K -3,032 Closed
TP
388
Tranquility Partners
Tennessee
-$201K -3,027 Closed
AFG
389
Albion Financial Group
Utah
-$82K -1,229 Closed
AW
390
ACG Wealth
Georgia
-$53K -800 Closed
AIP
391
Ahrens Investment Partners
Louisiana
-$23K -350 Closed
SWM
392
SeaCrest Wealth Management
New York
-$23K -350 Closed
CI
393
CX Institutional
Indiana
-$22K -324 Closed
Franklin Resources
394
Franklin Resources
California
-$14K -217 Closed
CAAS
395
Capital Asset Advisory Services
Michigan
-$13K -203 Closed
GT
396
Glenmede Trust
Pennsylvania
-$12K -189 Closed
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
-$6K -95 Closed
GLLW
398
Graves Light Lenhart Wealth
Virginia
-$6K -89 Closed
BTI
399
Blue Trust Inc
Georgia
-$7K -84 Closed