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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 %
Toronto Dominion Bank
51
Toronto Dominion Bank
Ontario, Canada
$2.77M 39,545 – –
WB
52
Webster Bank
Connecticut
$2.66M 37,966 – –
HDIM
53
Hanson & Doremus Investment Management
Vermont
$2.52M 35,894 +5,483 +18%
CCC
54
Crescent Capital Consulting
Louisiana
$2.46M 35,061 +35,061 New
AC
55
Apella Capital
Connecticut
$2.45M 34,918 +12,555 +56%
BJ
56
Brouwer & Janachowski
California
$2.43M 34,635 +4,997 +17%
MG
57
Mather Group
Illinois
$2.4M 34,172 +27,543 +415%
CL
58
CPWM LLC
Washington
$2.3M 32,750 – –
LSAG
59
Lake Street Advisors Group
New Hampshire
$2.26M 32,241 -1,853 -5%
COCM
60
Charter Oak Capital Management
New Hampshire
$2.23M 31,808 +31,808 New
ODIJL
61
One Day In July LLC
Vermont
$2.18M 31,025 +8,186 +36%
LWP
62
Laurel Wealth Planning
Minnesota
$2.18M 31,010 +31,010 New
GAM
63
Gemmer Asset Management
California
$1.97M 28,121 -756 -3%
WLIM
64
White Lighthouse Investment Management
Massachusetts
$1.89M 26,886 -454 -2%
M&T Bank
65
M&T Bank
New York
$1.82M 25,880 +25,880 New
V
66
Veritable
Delaware
$1.77M 25,285 +3,055 +14%
MWM
67
MBE Wealth Management
Wisconsin
$1.65M 23,513 -8,722 -27%
LRIA
68
Leonard Rickey Investment Advisors
Washington
$1.59M 22,672 +13,102 +137%
PA
69
PFG Advisors
Arizona
$1.46M 20,829 +4,378 +27%
HI
70
Human Investing
Oregon
$1.42M 20,189 +20,189 New
PWLP
71
Prio Wealth Limited Partnership
Massachusetts
$1.41M 20,050 +3,800 +23%
FANJ
72
Financial Architects (New Jersey)
New Jersey
$1.36M 19,370 +5,090 +36%
MPW
73
Monterey Private Wealth
California
$1.34M 19,080 +1,773 +10%
DAS
74
Dynamic Advisor Solutions
Arizona
$1.28M 18,257 +10,822 +146%
WT
75
Whittier Trust
California
$1.27M 18,064 +18,064 New
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