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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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.58M +$421K +5,713 +13%
FHC
52
First Horizon Corporation
Tennessee
$3.5M +$398K +5,403 +13%
DADC
53
D.A. Davidson & Co
Montana
$3.45M +$300K +4,063 +10%
HI
54
Human Investing
Oregon
$3.43M +$1.94M +26,342 +130%
ODIJL
55
One Day In July LLC
Vermont
$3.01M +$722K +9,795 +32%
MG
56
Mather Group
Illinois
$2.97M +$451K +6,108 +18%
Toronto Dominion Bank
57
Toronto Dominion Bank
Ontario, Canada
$2.92M – – –
HT
58
HAP Trading
New York
$2.89M +$2.89M +39,141 New
AAMC
59
Asset Allocation & Management Company
Illinois
$2.84M +$2.84M +38,545 New
WB
60
Webster Bank
Connecticut
$2.8M – – –
COCM
61
Charter Oak Capital Management
New Hampshire
$2.79M +$446K +6,050 +19%
LSAG
62
Lake Street Advisors Group
New Hampshire
$2.46M +$82.8K +1,122 +3%
LWP
63
Laurel Wealth Planning
Minnesota
$2.44M +$152K +2,059 +7%
CL
64
CPWM LLC
Washington
$2.42M – – –
GAM
65
Gemmer Asset Management
California
$2.27M +$200K +2,706 +10%
WT
66
Whittier Trust
California
$2.14M +$808K +10,950 +61%
V
67
Veritable
Delaware
$2.13M +$262K +3,557 +14%
SPC
68
Sigma Planning Corp
Michigan
$2.1M +$2.1M +28,499 New
WLIM
69
White Lighthouse Investment Management
Massachusetts
$1.98M -$6.93K -94 -0.3%
M&T Bank
70
M&T Bank
New York
$1.92M +$11.1K +150 +0.6%
LRIA
71
Leonard Rickey Investment Advisors
Washington
$1.84M +$166K +2,252 +10%
BSW
72
Buckingham Strategic Wealth
Missouri
$1.83M +$1.21M +16,356 +192%
PA
73
PFG Advisors
Arizona
$1.74M +$206K +2,789 +13%
Truist Financial
74
Truist Financial
North Carolina
$1.7M +$1.37M +18,567 +409%
FANJ
75
Financial Architects (New Jersey)
New Jersey
$1.63M +$201K +2,731 +14%
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3
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