ESGV icon

Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

216 hedge funds and large institutions have $1.03B invested in Vanguard ESG US Stock ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 93 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
216
Holders Change
+50
Holders Change %
+30.12%
% of All Funds
3.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
62
Increased
93
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OHSU
1
Oregon Health & Science University
Oregon
$155M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$15.3M
3
KIM
3
Karpus Investment Management
New York
$26.2M
4
PIC
4
Platt Investment Counsel
Florida
$12.3M
5
Creative Planning
5
Creative Planning
Kansas
$34M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$223M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.44M
3
TA
3
Tiedemann Advisors
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.3M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CI
101
CX Institutional
Indiana
$667K 9,506 +9,506 New
FHB
102
First Hawaiian Bank
Hawaii
$654K 9,324 +9,324 New
NA
103
Nottingham Advisors
New York
$646K 9,200 – –
PAG
104
Private Advisor Group
New Jersey
$637K 9,080 +9,080 New
HTC
105
Haverford Trust Company
Pennsylvania
$609K 8,673 +100 +1%
BSW
106
Buckingham Strategic Wealth
Missouri
$598K 8,516 +1,945 +30%
BOS
107
Bingham Osborn & Scarborough
California
$589K 8,399 +469 +6%
MML Investors Services
108
MML Investors Services
Massachusetts
$588K 8,380 +2,044 +32%
CM
109
Capital Management
Virginia
$577K 8,223 -14 -0.2%
WFA
110
West Financial Advisors
Iowa
$576K 8,215 +8,215 New
FT
111
Fiduciary Trust
Massachusetts
$572K 8,148 – –
RPC
112
Rossmore Private Capital
Connecticut
$563K 8,024 +8,024 New
TIM
113
Tortoise Investment Management
New York
$562K 8,015 +1,285 +19%
MFGP
114
Marshall Financial Group (Pennsylvania)
Pennsylvania
$561K 7,997 +1,005 +14%
PCM
115
Parsons Capital Management
Rhode Island
$557K 7,936 +7,936 New
MA
116
Mutual Advisors
Nebraska
$552K 7,866 -1,171 -13%
SWMG
117
Strategic Wealth Management Group
Maryland
$525K 7,488 +208 +3%
MAG
118
Mokosak Advisory Group
Iowa
$516K 7,344 -8 -0.1%
CIAS
119
CFS Investment Advisory Services
New Jersey
$510K 7,268 +7,268 New
LA
120
LexAurum Advisors
Kansas
$485K 6,906 -98 -1%
G
121
GenTrust
Florida
$470K 6,700 – –
AAM
122
Ameraudi Asset Management
New York
$470K 6,700 – –
CIA
123
Compass Ion Advisors
Pennsylvania
$462K 6,590 +612 +10%
ST
124
Smithfield Trust
Pennsylvania
$461K 6,562 – –
FCI
125
Financial Counselors Inc
Kansas
$457K 6,509 +6,509 New
3 4
5
6 7