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Vanguard ESG US Stock ETF

250 hedge funds and large institutions have $1.23B invested in Vanguard ESG US Stock ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 129 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+34
Holders Change %
+15.74%
% of All Funds
4.4%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
129
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
126
Tortoise Investment Management
New York
$621K +$30.3K +411 +5%
WFA
127
West Financial Advisors
Iowa
$606K
PCM
128
Parsons Capital Management
Rhode Island
$602K +$17K +230 +3%
SFPG
129
Stonebridge Financial Planning Group
Florida
$602K +$206K +2,675 +52%
FT
130
Fiduciary Trust
Massachusetts
$601K
CM
131
Capital Management
Virginia
$600K -$6.04K -82 -1%
RPC
132
Rossmore Private Capital
Connecticut
$592K
JFA
133
JNBA Financial Advisors
Minnesota
$572K +$134K +1,814 +31%
SWMG
134
Strategic Wealth Management Group
Maryland
$552K
WANY
135
Wealthspire Advisors (New York)
New York
$552K +$552K +7,488 New
EH
136
Equitable Holdings
New York
$543K +$107K +1,453 +25%
MFGP
137
Marshall Financial Group (Pennsylvania)
Pennsylvania
$534K -$55.9K -758 -9%
MAG
138
Mokosak Advisory Group
Iowa
$531K -$10K -136 -2%
PWP
139
Principle Wealth Partners
Connecticut
$520K +$520K +7,053 New
LWCFA
140
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$513K +$102K +1,385 +25%
LA
141
LexAurum Advisors
Kansas
$505K -$3.91K -53 -0.8%
AAM
142
Ameraudi Asset Management
New York
$494K
SPIA
143
Strategic Point Investment Advisors
Rhode Island
$489K +$53.1K +720 +12%
ST
144
Smithfield Trust
Pennsylvania
$482K -$2.14K -29 -0.4%
FCI
145
Financial Counselors Inc
Kansas
$480K
BWM
146
Bulltick Wealth Management
Florida
$480K +$480K +6,504 New
FAIM
147
Financial Advocates Investment Management
Washington
$475K +$475K +6,447 New
CIA
148
Compass Ion Advisors
Pennsylvania
$465K -$21.3K -288 -4%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$465K +$268K +3,640 +136%
BPA
150
Beacon Pointe Advisors
California
$458K +$57.3K +774 +14%