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Vanguard ESG US Stock ETF

298 hedge funds and large institutions have $1.33B invested in Vanguard ESG US Stock ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 151 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+18
Holders Change %
+6.43%
% of All Funds
5.23%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
35
Increased
151
Reduced
45
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
126
Financial Advocates Investment Management
Washington
$854K +$127K +1,581 +17%
IIM
127
InTrack Investment Management
Vermont
$835K -$24.4K -283 -3%
BOS
128
Bingham Osborn & Scarborough
California
$821K +$43.8K +547 +6%
TI
129
tru Independence
Oregon
$800K
CCWA
130
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$793K +$4K +50 +0.5%
EH
131
Equitable Holdings
New York
$785K +$67.4K +841 +9%
ST
132
Smithfield Trust
Pennsylvania
$781K +$135K +1,685 +21%
G
133
GenTrust
Florida
$761K +$880 +11 +0.1%
JFA
134
JNBA Financial Advisors
Minnesota
$760K +$70.6K +882 +10%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$759K -$1M -12,494 -57%
MFGP
136
Marshall Financial Group (Pennsylvania)
Pennsylvania
$739K +$151K +1,890 +26%
PFC
137
Phocas Financial Corp
California
$737K
MML Investors Services
138
MML Investors Services
Massachusetts
$734K +$200K +2,498 +37%
PCA
139
Personal Capital Advisors
California
$728K +$44.6K +557 +7%
CIA
140
Compass Ion Advisors
Pennsylvania
$727K +$191K +2,392 +36%
PWP
141
Principle Wealth Partners
Connecticut
$726K +$39.1K +488 +6%
CA
142
CGN Advisors
Kansas
$702K +$180K +2,251 +35%
VAS
143
Vestmark Advisory Solutions
Massachusetts
$692K
T
144
TrueFG
Texas
$684K +$187K +2,176 +38%
PCM
145
Parsons Capital Management
Rhode Island
$671K -$1.2K -15 -0.2%
SA
146
Stewardship Advisors
Pennsylvania
$665K -$6.7M -83,701 -91%
NA
147
Nottingham Advisors
New York
$660K -$76K -950 -10%
CM
148
Capital Management
Virginia
$652K
VA
149
Valmark Advisers
Ohio
$650K +$255K +3,177 +64%
RPC
150
Rossmore Private Capital
Connecticut
$642K