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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

216 hedge funds and large institutions have $1.03B invested in Vanguard ESG US Stock ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 93 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
216
Holders Change
+50
Holders Change %
+30.12%
% of All Funds
3.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
62
Increased
93
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OHSU
1
Oregon Health & Science University
Oregon
$155M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$15.3M
3
KIM
3
Karpus Investment Management
New York
$26.2M
4
PIC
4
Platt Investment Counsel
Florida
$12.3M
5
Creative Planning
5
Creative Planning
Kansas
$34M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$223M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.44M
3
TA
3
Tiedemann Advisors
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.3M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$7.66M 109,110 +30,991 +40%
MWM
27
Merriman Wealth Management
Washington
$7.44M 106,000 +38,000 +56%
FNWM
28
Financial Network Wealth Management
Utah
$6.76M 96,368 +96,368 New
RWP
29
RWA Wealth Partners
Massachusetts
$6.06M 86,395 +24,809 +40%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$5.84M 83,186 +16,931 +26%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$5.81M 82,801 +41,719 +102%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$5.31M 75,714 +11,163 +17%
SCA
33
Snowden Capital Advisors
New York
$5.26M 74,953 +8,802 +13%
ET
34
Equitable Trust
Tennessee
$5.19M 73,902 -4,704 -6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$5.03M 71,708 +36,667 +105%
SL
36
Stevard LLC
Illinois
$4.67M 66,612 – –
EL
37
EQ LLC
Washington
$4.67M 66,508 +66,508 New
Osaic Holdings
38
Osaic Holdings
Arizona
$4.5M 64,165 +31,267 +95%
LPL Financial
39
LPL Financial
California
$4.29M 61,141 +61,141 New
BSWM
40
Boston Standard Wealth Management
Massachusetts
$4.24M 60,412 +3,070 +5%
GC
41
Garde Capital
Washington
$3.86M 54,990 -2,306 -4%
OL
42
Optas LLC
Texas
$3.78M 53,928 +53,928 New
CA
43
Cambridge Associates
Massachusetts
$3.45M 49,209 -37,406 -43%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$3.44M 49,029 -96,468 -66%
ANTB
45
AMG National Trust Bank
Colorado
$3.38M 48,204 +11,256 +30%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$3M 42,806 +23,146 +118%
DADC
47
D.A. Davidson & Co
Montana
$2.99M 42,672 +13,434 +46%
FHC
48
First Horizon Corporation
Tennessee
$2.95M 41,990 – –
RCS
49
Retirement Capital Strategies
California
$2.93M 41,685 – –
ACA
50
Affinity Capital Advisors
California
$2.81M 40,093 +34,561 +625%
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