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Vanguard ESG US Stock ETF

371 hedge funds and large institutions have $2.03B invested in Vanguard ESG US Stock ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 108

29% more capital invested

Capital invested by funds: $1.58B → $2.03B (+$454M)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

1% more funds holding

Funds holding: 368371 (+3)

1.09% less ownership

Funds ownership: 34.48%33.39% (-1.1%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
371
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.39%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
32
Increased
160
Reduced
108
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$1.51M +$164K +2,343 +11%
JP Morgan Chase
102
JP Morgan Chase
New York
$1.5M -$267K -3,798 -14%
ST
103
Sageworth Trust
Pennsylvania
$1.47M +$592K +8,440 +57%
MKA
104
M. Kulyk & Associates
Georgia
$1.45M +$10K +143 +0.6%
LWP
105
Laurel Wealth Planning
Minnesota
$1.45M
BPA
106
Beacon Pointe Advisors
California
$1.44M -$92.5K -1,318 -5%
FANJ
107
Financial Architects (New Jersey)
New Jersey
$1.43M +$1.6M +22,795 New
BAM
108
Baldrige Asset Management
Pennsylvania
$1.42M +$11.2K +160 +0.7%
DFA
109
DHK Financial Advisors
New Hampshire
$1.4M +$109K +1,546 +7%
FHB
110
First Hawaiian Bank
Hawaii
$1.38M -$78K -1,111 -5%
BB
111
Bell Bank
North Dakota
$1.36M -$35.2K -502 -2%
RFA
112
Radnor Financial Advisors
Pennsylvania
$1.35M -$14.6K -208 -1%
GIA
113
Gladstone Institutional Advisory
Florida
$1.35M -$39.7K -566 -3%
SCA
114
Scott Capital Advisors
Oregon
$1.33M +$37K +527 +3%
RA
115
RFG Advisory
Alabama
$1.32M -$220K -3,135 -14%
M&T Bank
116
M&T Bank
New York
$1.32M
PWLP
117
Prio Wealth Limited Partnership
Massachusetts
$1.3M +$98.3K +1,400 +7%
TDWM
118
Topel & Distasi Wealth Management
California
$1.25M -$74K -1,054 -5%
DJSG
119
D.J. St. Germain
Massachusetts
$1.25M
MSA
120
Marino Stram & Associates
Massachusetts
$1.23M -$73K -1,040 -5%
RCM
121
Rain Capital Management
Oregon
$1.22M +$421K +5,995 +45%
FT
122
Fiduciary Trust
Massachusetts
$1.21M
FWM
123
Fingerlakes Wealth Management
New York
$1.19M +$189K +2,692 +17%
Financial Engines Advisors
124
Financial Engines Advisors
California
$1.18M +$217K +3,092 +20%
AFS
125
Annapolis Financial Services
Maryland
$1.17M +$1.19M +16,916 +971%