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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.

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 %
GEA
201
Glen Eagle Advisors
New Jersey
$30.9K +$30.9K +440 New
WFA
202
Wells Financial Advisors
Massachusetts
$29K +$29K +418 New
NFG
203
Next Financial Group
Texas
$28K – – –
CPFP
204
Clear Perspectives Financial Planning
Ohio
$28K +$28K +400 New
PCFFS
205
Pacific Center for Financial Services
California
$21K +$21K +304 New
PP
206
Pacifica Partners
Canada
$18K – – –
TCM
207
TD Capital Management
Tennessee
$16K +$71 +1 +0.4%
RBC
208
Roble Belko & Company
Pennsylvania
$15K – – –
CAAS
209
Capital Asset Advisory Services
Michigan
$14K – – –
ASN
210
Advisory Services Network
Georgia
$11K +$11K +150 New
DSC
211
Duncker Streett & Co
Missouri
$11K +$11K +159 New
FCH
212
Freestone Capital Holdings
Washington
$6.6K +$6.6K +94 New
TFA
213
Toth Financial Advisory
Virginia
$6K – – –
JGIA
214
Jackson Grant Investment Advisers
Connecticut
$1K +$1K +15 New
RWG
215
Regal Wealth Group
California
$1K +$1K +17 New
TA
216
Tiedemann Advisors
New York
– -$3.31M -53,535 Closed
AAS
217
Avantax Advisory Services
Texas
– -$2.92M -47,265 Closed
Citadel Advisors
218
Citadel Advisors
Florida
– -$1.55M -25,045 Closed
Jane Street
219
Jane Street
New York
– -$717K -11,608 Closed
HighTower Advisors
220
HighTower Advisors
Illinois
– -$535K -8,661 Closed
HFS
221
HBC Financial Services
Washington
– -$1.18M -8,651 Closed
CAN
222
Cetera Advisor Networks
California
– -$281K -4,539 Closed
PNC
223
Park National Corp
Ohio
– -$217K -3,505 Closed
AF
224
Advisornet Financial
Minnesota
– -$80K -1,300 Closed
AA
225
Advisory Alpha
Michigan
– -$48K -765 Closed
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