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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

298 hedge funds and large institutions have $1.33B invested in Vanguard ESG US Stock ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 151 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
298
Holders Change
+18
Holders Change %
+6.43%
% of All Funds
5.23%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
35
Increased
151
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$59.2M
2
CA
2
Crewe Advisors
Utah
$30.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$283M
4
RCS
4
Retirement Capital Strategies
California
$13.7M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$9.8M

Top Sellers

1
SA
1
Stewardship Advisors
Pennsylvania
$665K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$18.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$0
5
CA
5
Cambridge Associates
Massachusetts
$4.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
26
Diversified Portfolios Inc
Michigan
$12.2M -$86.3K -1,078 -0.7%
SCA
27
Snowden Capital Advisors
New York
$10.9M +$539K +6,734 +5%
WS
28
Wedbush Securities
California
$10.7M +$601K +7,502 +6%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$10.6M +$829K +10,360 +8%
CG
30
Caprock Group
Idaho
$10.2M +$1.52K +19 +0%
Wealthfront Advisers
31
Wealthfront Advisers
California
$9.8M +$8.31M +103,858 +558%
CWM
32
Cedar Wealth Management
California
$9.73M +$18.9K +236 +0.2%
FNWM
33
Financial Network Wealth Management
Utah
$9.12M +$410K +5,124 +5%
RWP
34
RWA Wealth Partners
Massachusetts
$8.94M +$143K +1,786 +2%
MWM
35
Merriman Wealth Management
Washington
$8.49M – – –
ACA
36
Affinity Capital Advisors
California
$8.32M +$825K +10,304 +11%
Osaic Holdings
37
Osaic Holdings
Arizona
$8.07M +$34.6K +432 +0.4%
LPL Financial
38
LPL Financial
California
$7.87M +$1.61M +20,061 +26%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$7.53M +$412K +5,141 +6%
ODIJL
40
One Day In July LLC
Vermont
$7.31M +$1.27M +15,874 +21%
HDIM
41
Hanson & Doremus Investment Management
Vermont
$7.17M +$4.73M +59,109 +194%
ANTB
42
AMG National Trust Bank
Colorado
$6.8M +$282K +3,521 +4%
FWI
43
Facet Wealth Inc
Maryland
$6.72M +$2.38M +29,767 +55%
BSWM
44
Boston Standard Wealth Management
Massachusetts
$6.27M +$27.1K +339 +0.4%
EL
45
EQ LLC
Washington
$6.03M +$72K +899 +1%
AC
46
Apella Capital
Connecticut
$5.83M +$506K +6,323 +10%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$5.39M +$736K +9,196 +16%
CCC
48
Crescent Capital Consulting
Louisiana
$5.16M -$75.9K -948 -1%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$5.04M +$420K +5,251 +9%
FTUS
50
Flow Traders U.S.
New York
$4.86M +$4.86M +60,746 New
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