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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

250 hedge funds and large institutions have $1.23B invested in Vanguard ESG US Stock ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 129 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+34
Holders Change %
+15.74%
% of All Funds
4.4%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
129
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OHSU
1
Oregon Health & Science University
Oregon
$209M
2
FTUS
2
Flow Traders U.S.
New York
$8.73M
3
CWM
3
Cedar Wealth Management
California
$8.47M
4
Creative Planning
4
Creative Planning
Kansas
$44M
5
Morgan Stanley
5
Morgan Stanley
New York
$49.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.88M
2
TAM
2
Trillium Asset Management
Massachusetts
$0
3
SL
3
Stevard LLC
Illinois
$0
4
OL
4
Optas LLC
Texas
$1.19M
5
RCS
5
Retirement Capital Strategies
California
$314K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$8.73M +$8.73M +118,360 New
CWM
27
Cedar Wealth Management
California
$8.47M +$8.47M +114,812 New
Osaic Holdings
28
Osaic Holdings
Arizona
$8.19M +$3.46M +46,908 +73%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8M +$1.89M +25,621 +31%
MWM
30
Merriman Wealth Management
Washington
$7.83M +$7.38K +100 +0.1%
RWP
31
RWA Wealth Partners
Massachusetts
$7.74M +$1.37M +18,578 +22%
FNWM
32
Financial Network Wealth Management
Utah
$7.74M +$630K +8,541 +9%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$7.45M +$1.32M +17,878 +21%
SA
34
Stewardship Advisors
Pennsylvania
$6.79M -$1.56M -21,179 -19%
LPL Financial
35
LPL Financial
California
$6.72M +$2.21M +29,932 +49%
ACA
36
Affinity Capital Advisors
California
$6.18M +$3.23M +43,754 +109%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$5.43M -$159K -2,154 -3%
EL
38
EQ LLC
Washington
$5.13M +$221K +3,001 +5%
ET
39
Equitable Trust
Tennessee
$4.81M -$637K -8,638 -12%
BSWM
40
Boston Standard Wealth Management
Massachusetts
$4.81M +$382K +5,211 +9%
CCC
41
Crescent Capital Consulting
Louisiana
$4.68M +$2.09M +28,388 +81%
HDIM
42
Hanson & Doremus Investment Management
Vermont
$4.57M +$1.93M +26,119 +73%
CA
43
Cambridge Associates
Massachusetts
$4.45M +$823K +11,162 +23%
ANTB
44
AMG National Trust Bank
Colorado
$4.24M +$687K +9,318 +19%
AC
45
Apella Capital
Connecticut
$4.17M +$1.59M +21,555 +62%
GC
46
Garde Capital
Washington
$4.05M -$6.64K -90 -0.2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$3.88M -$12.2M -165,420 -76%
BJ
48
Brouwer & Janachowski
California
$3.8M +$1.25M +16,942 +49%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3.68M +$64K +868 +2%
HighTower Advisors
50
HighTower Advisors
Illinois
$3.61M +$3.61M +48,911 New
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