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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
GIA
101
Gladstone Institutional Advisory
Florida
$1.8M +$1.75M +20,453 New
NIM
102
Northeast Investment Management
Massachusetts
$1.79M -$9.82K -115 -0.6%
CFP
103
Curran Financial Partners
South Carolina
$1.74M +$1.69M +19,827 New
IC
104
Intersect Capital
California
$1.68M +$66.5K +778 +4%
SCA
105
Scott Capital Advisors
Oregon
$1.68M +$1.63M +19,123 New
SFS
106
Sowell Financial Services
Arkansas
$1.68M +$1.63M +19,071 New
DAS
107
Dynamic Advisor Solutions
Arizona
$1.67M -$262K -3,065 -14%
PWLP
108
Prio Wealth Limited Partnership
Massachusetts
$1.66M
BAM
109
Baldrige Asset Management
Pennsylvania
$1.65M -$45.2K -529 -3%
MKA
110
M. Kulyk & Associates
Georgia
$1.62M +$50.5K +591 +3%
SIA
111
SkyView Investment Advisors
New Jersey
$1.6M +$13.1K +153 +0.8%
FCAG
112
First Capital Advisors Group
New Jersey
$1.6M +$1.56M +18,267 New
TDWM
113
Topel & Distasi Wealth Management
California
$1.58M +$1.53M +17,960 New
MSA
114
Marino Stram & Associates
Massachusetts
$1.57M +$343K +4,016 +29%
RA
115
RFG Advisory
Alabama
$1.52M +$20.7K +242 +1%
DJSG
116
D.J. St. Germain
Massachusetts
$1.49M +$112K +1,313 +8%
FHB
117
First Hawaiian Bank
Hawaii
$1.48M +$37.1K +434 +3%
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$1.48M +$1.43M +16,789 New
BMD
119
Better Money Decisions
New Mexico
$1.36M -$690K -8,079 -34%
BIA
120
Bell Investment Advisors
California
$1.33M +$241K +2,818 +23%
Prudential Financial
121
Prudential Financial
New Jersey
$1.33M +$917K +10,739 +241%
FT
122
Fiduciary Trust
Massachusetts
$1.31M
MFA
123
McClarren Financial Advisors
Pennsylvania
$1.3M +$72.5K +849 +6%
PG
124
Proffitt & Goodson
Tennessee
$1.3M +$2.14K +25 +0.2%
SC
125
Stephens Consulting
Michigan
$1.3M +$1.26M +14,743 New