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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

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
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$59.2M
2
CA
Crewe Advisors
Utah
$30.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
$283M
4
RCS
Retirement Capital Strategies
California
$13.7M
5
Wealthfront Advisers
Wealthfront Advisers
California
$9.8M

Top Sellers

1
SA
Stewardship Advisors
Pennsylvania
$665K
2
RJFSA
Raymond James Financial Services Advisors
Florida
$18.6M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
LSAG
Lake Street Advisors Group
New Hampshire
$0
5
CA
Cambridge Associates
Massachusetts
$4.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
176
Rockbridge Investment Management
New York
$460K – – –
LIG
177
Lokken Investment Group
Delaware
$456K +$456K +5,691 New
CAL
178
Capital Analysts LLC
Pennsylvania
$433K -$10.4K -130 -2%
CFA
179
Capstone Financial Advisors
Illinois
$425K +$1.2K +15 +0.3%
BRWA
180
B. Riley Wealth Advisors
Florida
$425K +$425K +5,307 New
FFWA
181
FRG Family Wealth Advisors
Washington
$416K – – –
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$413K -$32.9K -410 -7%
ACA
183
Atlas Capital Advisors
Wyoming
$411K +$320 +4 +0.1%
NEPWA
184
New England Private Wealth Advisors
Massachusetts
$397K -$80 -1 -0%
MPM
185
Meritage Portfolio Management
Kansas
$395K – – –
Principal Financial Group
186
Principal Financial Group
Iowa
$390K +$2.16K +27 +0.6%
BBW
187
Blue Barn Wealth
Utah
$370K – – –
VFA
188
Valeo Financial Advisors
Indiana
$369K – – –
Prudential Financial
189
Prudential Financial
New Jersey
$369K +$369K +4,464 New
DP
190
Denver PWM
Colorado
$367K +$3.12K +39 +0.9%
CF
191
Corrigan Financial
Rhode Island
$353K +$83.7K +1,045 +31%
Bank of New York Mellon
192
Bank of New York Mellon
New York
$353K +$97.1K +1,215 +38%
Citigroup
193
Citigroup
New York
$333K -$71.7K -896 -18%
MWA
194
Meridian Wealth Advisors
Texas
$331K +$962 +12 +0.3%
FCM
195
Firestone Capital Management
Florida
$325K – – –
BFA
196
Bragg Financial Advisors
North Carolina
$318K – – –
APA
197
American Portfolios Advisors
New York
$315K +$98K +1,224 +45%
FFG
198
Fullen Financial Group
Ohio
$302K +$847 +10 +0.3%
IAN
199
Integrated Advisors Network
Texas
$300K +$240 +3 +0.1%
PGAM
200
Princeton Global Asset Management
New Jersey
$300K +$32.1K +401 +12%
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