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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
RWM
2
Refined Wealth Management
Utah
$20.7M
3
Betterment LLC
3
Betterment LLC
New York
$19.9M
4
VCM
4
Verde Capital Management
Michigan
$13.7M
5
Bank of America
5
Bank of America
North Carolina
$59.2M

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 %
Principal Financial Group
176
Principal Financial Group
Iowa
$387K 4,845 +4,845 New
BBW
177
Blue Barn Wealth
Utah
$370K 4,626 +4,626 New
VFA
178
Valeo Financial Advisors
Indiana
$368K 4,605 – –
DP
179
Denver PWM
Colorado
$364K 4,547 +4,547 New
MWA
180
Meridian Wealth Advisors
Texas
$329K 4,118 +9 +0.2%
AP
181
Appleton Partners
Massachusetts
$325K 4,067 +600 +17%
FCM
182
Firestone Capital Management
Florida
$325K 4,058 +2,126 +110%
BFA
183
Bragg Financial Advisors
North Carolina
$318K 3,974 – –
BSSFA
184
Baron Silver Stevens Financial Advisors
Florida
$304K 3,806 +3,806 New
IAN
185
Integrated Advisors Network
Texas
$300K 3,747 +3,747 New
KCM
186
Karp Capital Management
California
$296K 3,701 – –
CFGS
187
Concourse Financial Group Securities
Alabama
$294K 3,670 -100 -3%
HI
188
Harbour Investments
Wisconsin
$294K 3,678 +105 +3%
HR
189
Howe & Rusling
New York
$290K 3,622 – –
FFG
190
Fullen Financial Group
Ohio
$284K 3,557 +8 +0.2%
FCIM
191
Fairview Capital Investment Management
California
$281K 3,525 – –
FA
192
Fountainhead AM
New Jersey
$280K 3,790 – –
MWM
193
Meridian Wealth Management
Kentucky
$274K 3,420 -85 -2%
FAG
194
Financial Advisory Group
Texas
$272K 3,405 – –
MSA
195
Marino Stram & Associates
Massachusetts
$270K 3,375 -2,299 -41%
YWP
196
YorkBridge Wealth Partners
New York
$270K 3,375 – –
CF
197
Corrigan Financial
Rhode Island
$270K 3,370 +3,370 New
PGAM
198
Princeton Global Asset Management
New Jersey
$268K 3,350 +5 +0.1%
AWM
199
Atticus Wealth Management
Florida
$267K 3,337 +8 +0.2%
IA
200
IFG Advisors
Missouri
$265K 3,315 +36 +1%
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