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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

378 hedge funds and large institutions have $1.94B invested in Vanguard ESG US Stock ETF in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 166 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+80
Holders Change %
+26.85%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.29%
New
100
Increased
166
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$345M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$35.9M
3
CA
3
Cambridge Associates
Massachusetts
$17.6M
4
CA
4
Crewe Advisors
Utah
$41.6M
5
Ameriprise
5
Ameriprise
Minnesota
$56.6M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$624K
2
JPG
2
Jordan Park Group
California
$0
3
Bank of America
3
Bank of America
North Carolina
$63.3M
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LRIA
126
Leonard Rickey Investment Advisors
Washington
$1.28M +$166K +1,888 +15%
ST
127
Sageworth Trust
Pennsylvania
$1.28M +$193K +2,200 +18%
WFA
128
West Financial Advisors
Iowa
$1.28M -$37.8K -430 -3%
PHAM
129
Palisades Hudson Asset Management
Florida
$1.27M +$636K +7,234 +101%
CWM
130
Cherrydale Wealth Management
New Jersey
$1.25M +$1.25M +14,267 New
LFG
131
Larson Financial Group
Missouri
$1.24M +$34.6K +394 +3%
CG
132
Colony Group
Massachusetts
$1.21M – – –
TFCP
133
Twin Focus Capital Partners
Massachusetts
$1.2M -$33.9K -386 -3%
BPA
134
Beacon Pointe Advisors
California
$1.19M +$176K +2,006 +17%
Northern Trust
135
Northern Trust
Illinois
$1.17M +$1.17M +13,336 New
AA
136
Addison Advisors
Vermont
$1.17M -$166K -1,885 -12%
William Blair & Company
137
William Blair & Company
Illinois
$1.14M +$440 +5 +0%
EA
138
Elm Advisors
California
$1.12M -$2.2K -25 -0.2%
BWM
139
Brickley Wealth Management
California
$1.11M – – –
MAM
140
MMA Asset Management
Pennsylvania
$1.11M +$57.2K +651 +5%
HTC
141
Haverford Trust Company
Pennsylvania
$1.11M – – –
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$1.1M -$54.5K -619 -5%
MFGP
143
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.08M +$264K +3,000 +32%
CGL
144
Clarius Group LLC
Washington
$1.07M +$2.37K +27 +0.2%
VA
145
Valmark Advisers
Ohio
$1.03M +$321K +3,652 +45%
MA
146
Mutual Advisors
Nebraska
$1.03M -$6.51K -74 -0.6%
Massachusetts Financial Services
147
Massachusetts Financial Services
Massachusetts
$1.03M +$1.03M +11,686 New
AIP
148
Ameritas Investment Partners
Nebraska
$1.02M -$7.29K -83 -0.7%
EH
149
Equitable Holdings
New York
$1M +$143K +1,627 +17%
Mariner
150
Mariner
Kansas
$1M +$1M +11,402 New
4 5
6
7 8