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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 %
Stifel Financial
151
Stifel Financial
Missouri
$275K +$275K +3,927 New
BFA
152
Bragg Financial Advisors
North Carolina
$274K +$140 +2 +0.1%
BFA
153
Bluestem Financial Advisors
Illinois
$272K +$912 +13 +0.3%
MPM
154
Meritage Portfolio Management
Kansas
$268K +$268K +3,825 New
CFGS
155
Concourse Financial Group Securities
Alabama
$266K – – –
KCM
156
Karp Capital Management
California
$260K – – –
HR
157
Howe & Rusling
New York
$254K – – –
FFG
158
Fullen Financial Group
Ohio
$248K +$840 +12 +0.3%
MWM
159
Meridian Wealth Management
Kentucky
$248K +$248K +3,545 New
FCIM
160
Fairview Capital Investment Management
California
$247K – – –
CFA
161
Capstone Financial Advisors
Illinois
$243K +$243K +3,458 New
IA
162
IFG Advisors
Missouri
$239K – – –
YWP
163
YorkBridge Wealth Partners
New York
$237K +$237K +3,375 New
RP
164
Rice Partnership
Hawaii
$237K +$237K +3,380 New
ACA
165
Atlas Capital Advisors
Wyoming
$237K +$491 +7 +0.2%
PIP
166
Peachtree Investment Partners
Florida
$232K +$232K +3,304 New
AWM
167
Atticus Wealth Management
Florida
$223K +$92.2K +1,311 +70%
DWM
168
Dakota Wealth Management
Florida
$222K +$222K +3,170 New
PGAM
169
Princeton Global Asset Management
New Jersey
$220K +$561 +8 +0.3%
BCMO
170
Buckingham Capital Management (Ohio)
Ohio
$215K +$215K +3,063 New
HA
171
HC Advisors
Georgia
$211K +$211K +3,000 New
BCM
172
Barometer Capital Management
Ontario, Canada
$211K -$695K -9,900 -77%
TP
173
Tranquility Partners
Tennessee
$207K +$207K +2,953 New
FFA
174
First Foundation Advisors
California
$202K +$202K +2,878 New
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$187K – – –
5 6
7
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