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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 %
T
151
TrueFG
Texas
$443K +$123K +1,667 +38%
MWA
152
MFA Wealth Advisors
Pennsylvania
$437K
SPIA
153
Steward Partners Investment Advisory
New York
$432K +$255K +3,459 +145%
SRC
154
Shufro Rose & Co
New York
$428K
MSA
155
Marino Stram & Associates
Massachusetts
$418K +$418K +5,674 New
RIM
156
Rockbridge Investment Management
New York
$417K +$9.95K +135 +2%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$413K -$16.3K -221 -4%
CA
158
Cetera Advisors
Colorado
$391K +$23.2K +314 +6%
Stifel Financial
159
Stifel Financial
Missouri
$386K +$96.3K +1,305 +33%
CFA
160
Capstone Financial Advisors
Illinois
$381K +$126K +1,708 +49%
VA
161
Valmark Advisers
Ohio
$378K +$378K +5,121 New
ACA
162
Atlas Capital Advisors
Wyoming
$378K +$129K +1,748 +52%
GAM
163
Gould Asset Management
California
$371K -$32.4K -440 -8%
NEPWA
164
New England Private Wealth Advisors
Massachusetts
$366K
MPM
165
Meritage Portfolio Management
Kansas
$357K +$74.6K +1,010 +26%
CAL
166
Capital Analysts LLC
Pennsylvania
$355K +$194K +2,638 +121%
VFA
167
Valeo Financial Advisors
Indiana
$340K
CA
168
CGN Advisors
Kansas
$326K +$326K +4,416 New
RCS
169
Retirement Capital Strategies
California
$314K -$2.76M -37,422 -90%
EHPM
170
Emery Howard Portfolio Management
California
$314K +$314K +4,259 New
FGP
171
Foyston, Gordon, & Payne
Ontario, Canada
$313K
MWA
172
Meridian Wealth Advisors
Texas
$303K +$664 +9 +0.2%
FWI
173
Facet Wealth Inc
Maryland
$294K +$294K +3,981 New
BFA
174
Bragg Financial Advisors
North Carolina
$293K +$5.31K +72 +2%
BFA
175
Bluestem Financial Advisors
Illinois
$286K +$589 +8 +0.2%