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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 %
BOS
126
Bingham Osborn & Scarborough
California
$777K 9,714 +303 +3%
G
127
GenTrust
Florida
$760K 9,500 -768 -7%
NA
128
Nottingham Advisors
New York
$736K 9,200 – –
PFC
129
Phocas Financial Corp
California
$735K 9,202 +150 +2%
FAIM
130
Financial Advocates Investment Management
Washington
$727K 9,085 +2,638 +41%
EH
131
Equitable Holdings
New York
$717K 8,959 +1,598 +22%
BPA
132
Beacon Pointe Advisors
California
$712K 8,901 +2,715 +44%
VAS
133
Vestmark Advisory Solutions
Massachusetts
$692K 8,646 – –
JFA
134
JNBA Financial Advisors
Minnesota
$689K 8,609 +853 +11%
PWP
135
Principle Wealth Partners
Connecticut
$686K 8,580 +1,527 +22%
IC
136
Inscription Capital
Texas
$686K 8,580 +8,580 New
PCA
137
Personal Capital Advisors
California
$683K 8,542 +8,542 New
PCM
138
Parsons Capital Management
Rhode Island
$672K 8,401 +235 +3%
CM
139
Capital Management
Virginia
$651K 8,141 – –
AFS
140
Annapolis Financial Services
Maryland
$648K 8,105 +6,895 +570%
ST
141
Smithfield Trust
Pennsylvania
$645K 8,069 +1,536 +24%
RPC
142
Rossmore Private Capital
Connecticut
$642K 8,024 – –
TIM
143
Tortoise Investment Management
New York
$633K 7,911 -515 -6%
Jane Street
144
Jane Street
New York
$617K 7,712 -1,396 -15%
LA
145
LexAurum Advisors
Kansas
$614K 7,672 +819 +12%
SWMG
146
Strategic Wealth Management Group
Maryland
$599K 7,488 – –
MFGP
147
Marshall Financial Group (Pennsylvania)
Pennsylvania
$587K 7,343 +104 +1%
Stifel Financial
148
Stifel Financial
Missouri
$587K 7,344 +2,112 +40%
MAG
149
Mokosak Advisory Group
Iowa
$558K 6,974 -234 -3%
LWCFA
150
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$556K 6,950 – –
4 5
6
7 8