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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

73 hedge funds and large institutions have $334M invested in Vanguard ESG US Stock ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
73
Holders Change
+19
Holders Change %
+35.19%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
23
Increased
26
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$234M
2
DPI
2
Diversified Portfolios Inc
Michigan
$7.92M
3
OWM
3
Orgel Wealth Management
Wisconsin
$5.93M
4
UBS Group
4
UBS Group
Switzerland
$3.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.48M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.2M
2
Bank of America
2
Bank of America
North Carolina
$2.25M
3
CA
3
Cambridge Associates
Massachusetts
$9.4M
4
MWM
4
Mascoma Wealth Management
New Hampshire
$0
5
Creative Planning
5
Creative Planning
Kansas
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$955K 18,400 – –
BB
27
Bell Bank
North Dakota
$881K 16,975 +16,975 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$865K 16,671 +16,671 New
EA
29
Elm Advisors
California
$654K 12,590 – –
WLIM
30
White Lighthouse Investment Management
Massachusetts
$528K 10,170 +4,180 +70%
UCFA
31
United Capital Financial Advisors
Texas
$523K 10,073 +10,073 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$450K 8,663 +8,663 New
HDIM
33
Hanson & Doremus Investment Management
Vermont
$426K 8,213 +7,381 +887%
AIP
34
Ameritas Investment Partners
Nebraska
$410K 7,916 +3,437 +77%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$392K 7,542 +7,542 New
CG
36
Colony Group
Massachusetts
$388K 7,465 – –
BAM
37
Baldrige Asset Management
Pennsylvania
$382K 7,362 +618 +9%
G
38
GenTrust
Florida
$348K 6,700 – –
MAG
39
Mokosak Advisory Group
Iowa
$332K 6,382 +6,382 New
SRC
40
Shufro Rose & Co
New York
$301K 5,800 – –
GAM
41
Gould Asset Management
California
$273K 5,260 – –
I
42
IberiaBank
Louisiana
$263K 5,073 +5,073 New
NEPWA
43
New England Private Wealth Advisors
Massachusetts
$258K 4,951 +384 +8%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$244K 4,700 -198 -4%
HSA
45
HBK Sorce Advisory
Pennsylvania
$213K 4,095 +4,095 New
LRIA
46
Leonard Rickey Investment Advisors
Washington
$211K 4,059 +4,059 New
VFA
47
Valeo Financial Advisors
Indiana
$204K 3,927 +779 +25%
FANJ
48
Financial Architects (New Jersey)
New Jersey
$192K 3,703 +290 +8%
EI
49
Ellevest Inc
New York
$168K 3,243 – –
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$166K 3,205 +993 +45%
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