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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 %
FA
176
Fountainhead AM
New Jersey
$280K +$280K +3,790 New
CFGS
177
Concourse Financial Group Securities
Alabama
$278K -$1.84K -25 -0.7%
KCM
178
Karp Capital Management
California
$273K
HR
179
Howe & Rusling
New York
$267K
HI
180
Harbour Investments
Wisconsin
$264K +$264K +3,573 New
FFG
181
Fullen Financial Group
Ohio
$262K +$591 +8 +0.2%
FCIM
182
Fairview Capital Investment Management
California
$259K
MWM
183
Meridian Wealth Management
Kentucky
$258K -$2.94K -40 -1%
AP
184
Appleton Partners
Massachusetts
$256K +$256K +3,467 New
FAG
185
Financial Advisory Group
Texas
$251K -$64.9K -880 -21%
CBFP
186
Cedar Brook Financial Partners
Ohio
$250K +$250K +3,388 New
YWP
187
YorkBridge Wealth Partners
New York
$249K
PGAM
188
Princeton Global Asset Management
New Jersey
$247K +$15.2K +206 +7%
Citigroup
189
Citigroup
New York
$247K +$77.4K +1,050 +46%
AWM
190
Atticus Wealth Management
Florida
$246K +$11.6K +157 +5%
IA
191
IFG Advisors
Missouri
$242K -$9.45K -128 -4%
MWM
192
Mascoma Wealth Management
New Hampshire
$240K +$240K +3,259 New
DWM
193
Dakota Wealth Management
Florida
$234K
DC
194
DeDora Capital
California
$230K +$230K +3,116 New
RP
195
Rice Partnership
Hawaii
$229K -$20.6K -279 -8%
GT
196
Glenview Trust
Kentucky
$229K +$229K +3,106 New
CFG
197
Citizens Financial Group
Rhode Island
$228K +$228K +3,085 New
BCM
198
Barometer Capital Management
Ontario, Canada
$221K
HA
199
HC Advisors
Georgia
$221K
PIMG
200
Patriot Investment Management Group
Tennessee
$219K +$219K +2,975 New