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.

New
Increased
Maintained
Reduced
Closed
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
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$15.3M
2
KIM
2
Karpus Investment Management
New York
$26.2M
3
Creative Planning
3
Creative Planning
Kansas
$34M
4
TAM
4
Trillium Asset Management
Massachusetts
$8.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.5M

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 Holding Trade Value Shares
Change 		Shares
Change %
KP
126
Keel Point
Alabama
$442K +$442K +6,300 New
ST
127
Sageworth Trust
Pennsylvania
$441K +$96.7K +1,379 +28%
DJSG
128
D.J. St. Germain
Massachusetts
$430K +$102K +1,456 +31%
MAM
129
MMA Asset Management
Pennsylvania
$428K +$428K +6,096 New
SPIA
130
Strategic Point Investment Advisors
Rhode Island
$420K +$420K +5,905 New
JFA
131
JNBA Financial Advisors
Minnesota
$417K +$253K +3,609 +155%
MWA
132
MFA Wealth Advisors
Pennsylvania
$416K +$416K +5,931 New
EH
133
Equitable Holdings
New York
$415K +$415K +5,908 New
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$408K -$14K -200 -3%
SRC
135
Shufro Rose & Co
New York
$407K – – –
LWCFA
136
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$390K +$390K +5,565 New
RIM
137
Rockbridge Investment Management
New York
$387K +$3.36K +48 +0.9%
GAM
138
Gould Asset Management
California
$384K +$76.8K +1,095 +25%
BPA
139
Beacon Pointe Advisors
California
$380K -$204K -2,909 -35%
SFPG
140
Stonebridge Financial Planning Group
Florida
$362K +$362K +5,160 New
CA
141
Cetera Advisors
Colorado
$350K +$108K +1,543 +45%
NEPWA
142
New England Private Wealth Advisors
Massachusetts
$347K – – –
VFA
143
Valeo Financial Advisors
Indiana
$323K -$29.6K -422 -8%
KAS
144
Kestra Advisory Services
Texas
$321K +$321K +4,594 New
Truist Financial
145
Truist Financial
North Carolina
$319K +$9.84K +140 +3%
T
146
TrueFG
Texas
$305K +$305K +4,343 New
FAG
147
Financial Advisory Group
Texas
$301K +$34.4K +490 +13%
FGP
148
Foyston, Gordon, & Payne
Ontario, Canada
$298K -$7.73K -110 -3%
MWA
149
Meridian Wealth Advisors
Texas
$288K +$983 +14 +0.3%
DP
150
Denver PWM
Colorado
$279K +$279K +4,029 New
4 5
6
7 8