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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

280 hedge funds and large institutions have $1.42B invested in Vanguard ESG US Stock ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
280
Holders Change
+30
Holders Change %
+12%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
44
Increased
136
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$22.1M
2
Betterment LLC
2
Betterment LLC
New York
$19.9M
3
VCM
3
Verde Capital Management
Michigan
$13.7M
4
Bank of America
4
Bank of America
North Carolina
$59.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$58.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$30.6M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
HT
3
HAP Trading
New York
$0
4
CA
4
Crewe Advisors
Utah
$8.14M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
101
Colony Group
Massachusetts
$1.1M 13,777 – –
TFCP
102
Twin Focus Capital Partners
Massachusetts
$1.08M 13,527 +813 +6%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$1.05M 13,142 +4,662 +55%
William Blair & Company
104
William Blair & Company
Illinois
$1.03M 12,906 +1 +0%
EA
105
Elm Advisors
California
$1.01M 12,663 +620 +5%
BWM
106
Brickley Wealth Management
California
$1.01M 12,642 +26 +0.2%
HTC
107
Haverford Trust Company
Pennsylvania
$1.01M 12,586 +1,208 +11%
LRIA
108
Leonard Rickey Investment Advisors
Washington
$999K 12,279 -12,645 -51%
KP
109
Keel Point
Alabama
$966K 12,073 -953 -7%
CGL
110
Clarius Group LLC
Washington
$966K 12,077 -776 -6%
LFG
111
Larson Financial Group
Missouri
$963K 12,041 +373 +3%
MA
112
Mutual Advisors
Nebraska
$956K 11,953 +96 +0.8%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$955K 11,946 +491 +4%
AIP
114
Ameritas Investment Partners
Nebraska
$954K 11,929 -24 -0.2%
ST
115
Sageworth Trust
Pennsylvania
$928K 11,602 +1,810 +18%
PAG
116
Private Advisor Group
New Jersey
$921K 11,517 +415 +4%
DJSG
117
D.J. St. Germain
Massachusetts
$919K 11,495 – –
CI
118
CX Institutional
Indiana
$919K 11,485 +671 +6%
MAM
119
MMA Asset Management
Pennsylvania
$908K 11,357 +25 +0.2%
HHGA
120
Halbert Hargrove Global Advisors
California
$880K 10,998 -143 -1%
EHPM
121
Emery Howard Portfolio Management
California
$863K 10,794 +6,535 +153%
WFA
122
West Financial Advisors
Iowa
$832K 10,406 +2,191 +27%
IIM
123
InTrack Investment Management
Vermont
$808K 9,986 +9,986 New
TI
124
tru Independence
Oregon
$799K 10,000 – –
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$788K 9,855 -3,843 -28%
3 4
5
6 7