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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 %
TRCT
151
Tower Research Capital (TRC)
New York
$555K 6,933 -14,876 -68%
SFPG
152
Stonebridge Financial Planning Group
Florida
$545K 6,685 -1,150 -15%
SPIA
153
Strategic Point Investment Advisors
Rhode Island
$539K 6,745 +120 +2%
CIA
154
Compass Ion Advisors
Pennsylvania
$535K 6,694 +392 +6%
MML Investors Services
155
MML Investors Services
Massachusetts
$533K 6,669 -6,242 -48%
CA
156
CGN Advisors
Kansas
$521K 6,512 +2,096 +47%
FCI
157
Financial Counselors Inc
Kansas
$479K 5,994 -515 -8%
MWA
158
MFA Wealth Advisors
Pennsylvania
$474K 5,931 – –
KFP
159
KMG Fiduciary Partners
Ohio
$472K 5,900 +5,900 New
T
160
TrueFG
Texas
$464K 5,798 -212 -4%
SRC
161
Shufro Rose & Co
New York
$464K 5,800 – –
AAM
162
Ameraudi Asset Management
New York
$463K 5,793 -907 -14%
RIM
163
Rockbridge Investment Management
New York
$459K 5,744 +87 +2%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$445K 5,563 -37 -0.7%
CAL
165
Capital Analysts LLC
Pennsylvania
$443K 5,535 +717 +15%
CA
166
Cetera Advisors
Colorado
$428K 5,354 +51 +1%
CFA
167
Capstone Financial Advisors
Illinois
$423K 5,288 +122 +2%
GAM
168
Gould Asset Management
California
$420K 5,250 +215 +4%
FFWA
169
FRG Family Wealth Advisors
Washington
$416K 5,200 +5,200 New
ACA
170
Atlas Capital Advisors
Wyoming
$410K 5,124 +4 +0.1%
Citigroup
171
Citigroup
New York
$405K 5,060 +1,710 +51%
FI
172
Financial Insights
Washington
$400K 500 +500 New
NEPWA
173
New England Private Wealth Advisors
Massachusetts
$396K 4,959 – –
VA
174
Valmark Advisers
Ohio
$395K 4,937 -184 -4%
MPM
175
Meritage Portfolio Management
Kansas
$394K 4,928 +93 +2%
5 6
7
8 9