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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 %
LFG
176
Larson Financial Group
Missouri
$173K +$36.5K +519 +27%
PAI
177
Pittenger & Anderson Inc
Nebraska
$171K +$4.35K +62 +3%
SPIA
178
Steward Partners Investment Advisory
New York
$168K +$19.4K +276 +13%
Citigroup
179
Citigroup
New York
$161K +$56K +800 +53%
CAL
180
Capital Analysts LLC
Pennsylvania
$153K +$44.3K +631 +41%
JPMorgan Chase & Co
181
JPMorgan Chase & Co
New York
$135K +$7.01K +100 +5%
APW
182
Acima Private Wealth
Virginia
$125K – – –
EI
183
Ellevest Inc
New York
$115K +$912 +13 +0.8%
FCM
184
Firestone Capital Management
Florida
$106K +$26.9K +385 +34%
CSPAM
185
Cary Street Partners Asset Management
Virginia
$103K +$103K +103,431 New
CWA
186
Carolina Wealth Advisors
South Carolina
$97K +$13.2K +189 +16%
GWM
187
Geneos Wealth Management
Colorado
$94K +$63.3K +1,697 +206%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$86K +$1.56K +22 +2%
AFS
189
Annapolis Financial Services
Maryland
$85K +$85K +1,210 New
AIA
190
Arcadia Investment Advisors
Idaho
$66.5K – – –
KTC
191
Kistler-Tiffany Companies
Pennsylvania
$65K +$10.9K +154 +20%
BFC
192
Bedel Financial Consulting
Indiana
$64K -$128K -1,821 -67%
TWA
193
TCI Wealth Advisors
Arizona
$59K +$59K +841 New
IA
194
IFS Advisors
Kansas
$58K +$58K +828 New
NSIM
195
North Star Investment Management
Illinois
$54K +$14.2K +202 +36%
APA
196
American Portfolios Advisors
New York
$51.5K +$70 +1 +0.1%
BWA
197
BDO Wealth Advisors
Florida
$49K – – –
Fidelity Investments
198
Fidelity Investments
Massachusetts
$47K +$40K +575 +575%
ME
199
McIlrath & Eck
Washington
$45K +$27.5K +392 +157%
BSSFA
200
Baron Silver Stevens Financial Advisors
Florida
$41K +$41K +596 New
5 6 7
8
9