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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 %
BJ
51
Brouwer & Janachowski
California
$4.79M +$34.8K +435 +0.7%
HI
52
Human Investing
Oregon
$4.4M +$413K +5,153 +10%
CA
53
Cambridge Associates
Massachusetts
$4.38M -$2.78M -34,757 -39%
MG
54
Mather Group
Illinois
$4.22M +$1M +12,520 +31%
PCIG
55
Partners Capital Investment Group
Massachusetts
$4.04M – – –
FHA
56
First Horizon Advisors
Tennessee
$4.02M +$4.02M +50,264 New
DADC
57
D.A. Davidson & Co
Montana
$3.98M +$200K +2,499 +5%
PFO
58
Pathstone Family Office
New Jersey
$3.88M +$3.88M +48,477 New
JPG
59
Jordan Park Group
California
$3.83M +$3.83M +47,892 New
GC
60
Garde Capital
Washington
$3.83M -$382K -4,767 -9%
HighTower Advisors
61
HighTower Advisors
Illinois
$3.67M -$384K -4,802 -9%
AA
62
Ashford Advisors
New York
$3.61M – – –
ET
63
Equitable Trust
Tennessee
$3.36M -$447K -5,588 -12%
COCM
64
Charter Oak Capital Management
New Hampshire
$3.25M -$84.5K -1,055 -3%
Toronto Dominion Bank
65
Toronto Dominion Bank
Ontario, Canada
$3.17M – – –
AAMC
66
Asset Allocation & Management Company
Illinois
$3.09M – – –
WB
67
Webster Bank
Connecticut
$3.04M – – –
OL
68
Optas LLC
Texas
$2.89M +$739K +9,225 +34%
Truist Financial
69
Truist Financial
North Carolina
$2.86M +$1.01M +12,619 +55%
LWP
70
Laurel Wealth Planning
Minnesota
$2.81M +$29.1K +364 +1%
GAM
71
Gemmer Asset Management
California
$2.71M +$2.48K +31 +0.1%
WLIM
72
White Lighthouse Investment Management
Massachusetts
$2.54M +$17.5K +218 +0.7%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$2.4M +$102K +1,280 +4%
WT
74
Whittier Trust
California
$2.32M – – –
PA
75
PFG Advisors
Arizona
$2.3M +$167K +2,084 +8%
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3
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