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Vanguard ESG US Stock ETF

379 hedge funds and large institutions have $1.94B invested in Vanguard ESG US Stock ETF in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 167 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 17

234% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 50

45% more capital invested

Capital invested by funds: $1.33B → $1.94B (+$604M)

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

27% more funds holding

Funds holding: 299379 (+80)

5.83% more ownership

Funds ownership: 25.8%31.63% (+5.8%)

Holders
379
Holders Change
+80
Holders Change %
+26.76%
% of All Funds
5.83%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.29%
New
100
Increased
167
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$3.18M +$46.8K +548 +2%
GAM
77
Gemmer Asset Management
California
$3.07M +$91.8K +1,075 +3%
LWP
78
Laurel Wealth Planning
Minnesota
$3.06M -$21.1K -247 -0.7%
WLIM
79
White Lighthouse Investment Management
Massachusetts
$3.03M +$228K +2,672 +8%
RCG
80
Regatta Capital Group
California
$3M +$2.92M +34,190 New
MPCL
81
My Personal CFO LLC
Washington
$2.96M +$2.88M +33,714 New
PP
82
Prudential plc
United Kingdom
$2.93M +$2.84M +33,300 New
BOPW
83
Brandywine Oak Private Wealth
Pennsylvania
$2.75M +$607K +7,105 +29%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$2.75M +$114K +1,333 +4%
MPW
85
Monterey Private Wealth
California
$2.73M +$641K +7,499 +32%
RJA
86
Raymond James & Associates
Florida
$2.68M +$1.02M +11,979 +65%
BSW
87
Buckingham Strategic Wealth
Missouri
$2.65M +$132K +1,549 +5%
CL
88
CPWM LLC
Washington
$2.62M +$2.8M +32,750 New
WT
89
Whittier Trust
California
$2.55M
RFA
90
Radnor Financial Advisors
Pennsylvania
$2.54M +$427K +5,000 +21%
PA
91
PFG Advisors
Arizona
$2.49M -$27K -316 -1%
APW
92
Atlantic Private Wealth
North Carolina
$2.43M +$2.36M +27,679 New
V
93
Veritable
Delaware
$2.24M +$671K +7,860 +44%
M&T Bank
94
M&T Bank
New York
$2.23M -$12.8K -150 -0.6%
AFS
95
Annapolis Financial Services
Maryland
$2.16M +$617K +7,227 +42%
FANJ
96
Financial Architects (New Jersey)
New Jersey
$2.15M +$99.8K +1,168 +5%
JP Morgan Chase
97
JP Morgan Chase
New York
$2.12M +$644K +7,534 +45%
BB
98
Bell Bank
North Dakota
$1.93M +$339K +3,971 +22%
UCFA
99
United Capital Financial Advisors
Texas
$1.81M -$110K -1,285 -6%
DFA
100
DHK Financial Advisors
New Hampshire
$1.8M +$1.75M +20,504 New