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Vanguard ESG US Stock ETF

413 hedge funds and large institutions have $2B invested in Vanguard ESG US Stock ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 184 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+14
Holders Change %
+3.51%
% of All Funds
6.61%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
50
Increased
184
Reduced
110
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GC
51
Garde Capital
Washington
$5.56M +$24.5K +342 +0.4%
BWP
52
BSW Wealth Partners
Colorado
$5.54M +$396K +5,522 +8%
BSWM
53
Boston Standard Wealth Management
Massachusetts
$5.12M -$753K -10,503 -13%
FCH
54
Freestone Capital Holdings
Washington
$5.06M -$128K -1,782 -2%
CA
55
Cambridge Associates
Massachusetts
$5.04M -$3.99M -55,575 -44%
PA
56
Parallel Advisors
California
$4.87M -$141K -1,968 -3%
AF
57
Apexium Financial
Texas
$4.53M -$118K -1,643 -3%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$4.48M +$651K +9,082 +17%
Corient Private Wealth
59
Corient Private Wealth
Florida
$4.37M +$76.9K +1,072 +2%
LW
60
Libra Wealth
California
$4.3M +$1.29K +18 +0%
Osaic Holdings
61
Osaic Holdings
Arizona
$4.28M -$14.1K -197 -0.3%
HighTower Advisors
62
HighTower Advisors
Illinois
$4.15M +$362K +5,044 +10%
COCM
63
Charter Oak Capital Management
New Hampshire
$4.02M -$81K -1,130 -2%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$3.97M +$1.92M +26,837 +94%
V
65
Veritable
Delaware
$3.93M +$72 +1 +0%
GAM
66
Gemmer Asset Management
California
$3.77M +$510K +7,111 +16%
APW
67
Atlantic Private Wealth
North Carolina
$3.75M +$259K +3,610 +7%
DADC
68
D.A. Davidson & Co
Montana
$3.59M -$641K -8,933 -15%
SC
69
Soundwatch Capital
Connecticut
$3.48M +$219K +3,055 +7%
RCG
70
Regatta Capital Group
California
$3.45M
PFO
71
Pathstone Family Office
New Jersey
$3.44M -$3.62M -50,541 -51%
BOPW
72
Brandywine Oak Private Wealth
Pennsylvania
$3.29M +$61.1K +852 +2%
FHA
73
First Horizon Advisors
Tennessee
$3.26M -$164K -2,292 -5%
PIMG
74
Patriot Investment Management Group
Tennessee
$3.23M +$4.3K +60 +0.1%
TRCT
75
Tower Research Capital (TRC)
New York
$3.17M +$1.99M +27,755 +169%