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Vanguard ESG US Stock ETF

379 hedge funds and large institutions have $1.94B invested in Vanguard ESG US Stock ETF in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 167 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 17

234% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 50

45% more capital invested

Capital invested by funds: $1.33B → $1.94B (+$604M)

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

27% more funds holding

Funds holding: 299379 (+80)

5.83% more ownership

Funds ownership: 25.8%31.63% (+5.8%)

Holders
379
Holders Change
+80
Holders Change %
+26.76%
% of All Funds
5.83%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.29%
New
100
Increased
167
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$14.9M +$647K +7,574 +5%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$14M +$2.27M +26,573 +20%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$13.7M +$259K +3,026 +2%
SCA
29
Snowden Capital Advisors
New York
$12.9M +$926K +10,845 +8%
I
30
IMPACTfolio
Colorado
$12.9M +$12.5M +146,532 New
DPI
31
Diversified Portfolios Inc
Michigan
$12.8M -$584K -6,834 -4%
WS
32
Wedbush Securities
California
$12.3M +$467K +5,472 +4%
LPL Financial
33
LPL Financial
California
$11.8M +$3.09M +36,141 +37%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$11.5M +$5.39M +63,130 +94%
CWM
35
Cedar Wealth Management
California
$11.3M +$592K +6,935 +6%
CG
36
Caprock Group
Idaho
$11.3M +$38.6K +452 +0.4%
FWI
37
Facet Wealth Inc
Maryland
$10.9M +$3.44M +40,298 +48%
FNWM
38
Financial Network Wealth Management
Utah
$10.3M +$310K +3,627 +3%
RWP
39
RWA Wealth Partners
Massachusetts
$10.3M +$435K +5,091 +5%
ACA
40
Affinity Capital Advisors
California
$10.2M +$1.05M +12,283 +12%
Osaic Holdings
41
Osaic Holdings
Arizona
$9.41M +$538K +6,303 +6%
MWM
42
Merriman Wealth Management
Washington
$9.32M
ODIJL
43
One Day In July LLC
Vermont
$9.05M +$995K +11,649 +13%
ANTB
44
AMG National Trust Bank
Colorado
$8.92M +$1.41M +16,531 +19%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$8.49M +$219K +2,561 +3%
HDIM
46
Hanson & Doremus Investment Management
Vermont
$7.98M +$112K +1,306 +1%
AC
47
Apella Capital
Connecticut
$7.09M +$663K +7,763 +11%
SC
48
Soundwatch Capital
Connecticut
$7.08M +$6.88M +80,494 New
Jane Street
49
Jane Street
New York
$7.01M +$6.81M +79,733 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$6.87M +$1.3M +15,222 +24%