ESGV icon

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 %
TP
201
Tranquility Partners
Tennessee
$218K
WDL
202
Well Done LLC
Michigan
$216K +$216K +2,929 New
LNC
203
Lincoln National Corp
Pennsylvania
$207K +$207K +2,797 New
KAH
204
Kathryn A. Hall
$207K +$207K +2,813 New
AAS
205
Avantax Advisory Services
Texas
$204K +$204K +2,772 New
EFG
206
Everhart Financial Group
Ohio
$201K +$201K +2,725 New
Deutsche Bank
207
Deutsche Bank
Germany
$195K +$195K +2,640 New
GWM
208
Geneos Wealth Management
Colorado
$189K -$6.75K -87 -3%
PAI
209
Pittenger & Anderson Inc
Nebraska
$180K
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$172K +$79.5K +1,043 +86%
FI
211
FormulaFolio Investments
Michigan
$147K +$147K +1,916 New
FCM
212
Firestone Capital Management
Florida
$142K +$30.6K +417 +28%
APW
213
Acima Private Wealth
Virginia
$131K
EI
214
Ellevest Inc
New York
$128K +$7.08K +96 +6%
CSPAM
215
Cary Street Partners Asset Management
Virginia
$103K
CWA
216
Carolina Wealth Advisors
South Carolina
$102K
APA
217
American Portfolios Advisors
New York
$98.1K +$44K +597 +81%
AFS
218
Annapolis Financial Services
Maryland
$89K
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$68K +$148 +2 +0.2%
BFC
220
Bedel Financial Consulting
Indiana
$67K
ME
221
McIlrath & Eck
Washington
$64K +$16.9K +230 +36%
AIA
222
Arcadia Investment Advisors
Idaho
$62.6K -$7.23K -98 -10%
TWA
223
TCI Wealth Advisors
Arizona
$62K
NSIM
224
North Star Investment Management
Illinois
$57K +$74 +1 +0.1%
BWA
225
BDO Wealth Advisors
Florida
$48K -$3.69K -50 -7%