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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 %
LA
151
LexAurum Advisors
Kansas
$629K +$14.6K +182 +2%
Stifel Financial
152
Stifel Financial
Missouri
$627K +$39.5K +494 +7%
TIM
153
Tortoise Investment Management
New York
$619K -$14.8K -185 -2%
5L
154
55I LLC
Massachusetts
$605K +$605K +7,554 New
CT
155
Cambridge Trust
Massachusetts
$601K +$601K +7,510 New
WANY
156
Wealthspire Advisors (New York)
New York
$599K +$599K +7,488 New
SFPG
157
Stonebridge Financial Planning Group
Florida
$586K +$4.35K +50 +0.7%
FA
158
Fountainhead AM
New Jersey
$586K +$283K +3,534 +93%
PHAM
159
Palisades Hudson Asset Management
Florida
$576K +$576K +7,194 New
MAG
160
Mokosak Advisory Group
Iowa
$572K +$14.2K +178 +3%
AP
161
Appleton Partners
Massachusetts
$568K +$242K +3,025 +74%
LWCFA
162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$556K
SPIA
163
Strategic Point Investment Advisors
Rhode Island
$556K +$15.6K +195 +3%
CIAS
164
CFS Investment Advisory Services
New Jersey
$517K +$517K +6,455 New
BC
165
Bartlett & Co
Ohio
$514K +$514K +6,415 New
BCWM
166
Bartlett & Co Wealth Management
Ohio
$514K +$514K +6,415 New
GG
167
GenWealth Group
New Jersey
$488K +$488K +6,097 New
FCI
168
Financial Counselors Inc
Kansas
$487K +$7.6K +95 +2%
MWA
169
MFA Wealth Advisors
Pennsylvania
$475K
CA
170
Cetera Advisors
Colorado
$475K +$46.5K +581 +11%
KFP
171
KMG Fiduciary Partners
Ohio
$472K
GAM
172
Gould Asset Management
California
$470K +$49.6K +620 +12%
BSSFA
173
Baron Silver Stevens Financial Advisors
Florida
$466K +$162K +2,021 +53%
SRC
174
Shufro Rose & Co
New York
$464K
AAM
175
Ameraudi Asset Management
New York
$464K