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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 %
TRCT
76
Tower Research Capital (TRC)
New York
$1.61M +$1.61M +21,809 New
SFS
77
Sowell Financial Services
Arkansas
$1.55M +$165K +2,130 +12%
DAS
78
Dynamic Advisor Solutions
Arizona
$1.51M +$162K +2,200 +12%
PWLP
79
Prio Wealth Limited Partnership
Massachusetts
$1.48M – – –
MPW
80
Monterey Private Wealth
California
$1.45M -$39.3K -502 -3%
UCFA
81
United Capital Financial Advisors
Texas
$1.44M +$194K +2,630 +16%
NIM
82
Northeast Investment Management
Massachusetts
$1.29M +$205K +2,785 +19%
BB
83
Bell Bank
North Dakota
$1.24M +$14.5K +197 +1%
BAM
84
Baldrige Asset Management
Pennsylvania
$1.19M +$170K +2,303 +17%
OL
85
Optas LLC
Texas
$1.19M -$2.79M -37,776 -70%
RJA
86
Raymond James & Associates
Florida
$1.19M +$74.1K +1,005 +7%
PG
87
Proffitt & Goodson
Tennessee
$1.16M +$123K +1,669 +12%
BMD
88
Better Money Decisions
New Mexico
$1.12M +$1.12M +15,189 New
PIP
89
Peachtree Investment Partners
Florida
$1.06M +$820K +11,127 +337%
BOPW
90
Brandywine Oak Private Wealth
Pennsylvania
$1.06M +$80.7K +1,094 +8%
MFA
91
McClarren Financial Advisors
Pennsylvania
$1.05M +$14.8K +200 +1%
IC
92
Intersect Capital
California
$1.05M +$100K +1,360 +11%
FHB
93
First Hawaiian Bank
Hawaii
$1.04M +$349K +4,730 +51%
RA
94
RFG Advisory
Alabama
$1.03M +$302K +4,091 +41%
CG
95
Colony Group
Massachusetts
$1.02M +$45.5K +617 +5%
CCWA
96
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.01M +$3.69K +50 +0.4%
MWM
97
MBE Wealth Management
Wisconsin
$991K -$743K -10,076 -43%
KP
98
Keel Point
Alabama
$961K +$496K +6,726 +107%
William Blair & Company
99
William Blair & Company
Illinois
$952K +$95.2K +1,291 +11%
MML Investors Services
100
MML Investors Services
Massachusetts
$952K +$334K +4,531 +54%
2 3
4
5 6