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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 %
DWM
201
Dakota Wealth Management
Florida
$262K 3,270 +100 +3%
MWM
202
Mascoma Wealth Management
New Hampshire
$261K 3,264 +5 +0.2%
ACP
203
Ashfield Capital Partners
California
$261K 3,261 +3,261 New
REMPR
204
Roof Eidam Maycock Peralta (REMP)
California
$260K 3,250 +3,250 New
BFA
205
Bluestem Financial Advisors
Illinois
$257K 3,217 -667 -17%
Bank of New York Mellon
206
Bank of New York Mellon
New York
$256K 3,200 +3,200 New
DC
207
DeDora Capital
California
$249K 3,116 – –
GT
208
Glenview Trust
Kentucky
$248K 3,106 – –
CFG
209
Citizens Financial Group
Rhode Island
$247K 3,092 +7 +0.2%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$247K 3,088 +3,088 New
PIP
211
Peachtree Investment Partners
Florida
$246K 3,074 -11,357 -79%
CBFP
212
Cedar Brook Financial Partners
Ohio
$245K 3,066 -322 -10%
TP
213
Tranquility Partners
Tennessee
$242K 3,027 +74 +3%
BCM
214
Barometer Capital Management
Ontario, Canada
$240K 3,000 – –
WDL
215
Well Done LLC
Michigan
$234K 2,931 +2 +0.1%
HSA
216
HBK Sorce Advisory
Pennsylvania
$228K 2,849 +2,849 New
LNC
217
Lincoln National Corp
Pennsylvania
$224K 2,797 – –
EFG
218
Everhart Financial Group
Ohio
$218K 2,722 -3 -0.1%
SPIA
219
Steward Partners Investment Advisory
New York
$217K 2,718 -3,134 -54%
APA
220
American Portfolios Advisors
New York
$217K 2,708 +1,378 +104%
AAS
221
Avantax Advisory Services
Texas
$216K 2,684 -88 -3%
Deutsche Bank
222
Deutsche Bank
Germany
$215K 2,685 +45 +2%
WCFA
223
Walkner Condon Financial Advisors
Wisconsin
$214K 2,683 +2,683 New
PIMG
224
Patriot Investment Management Group
Tennessee
$213K 2,669 -306 -10%
PNC
225
Park National Corp
Ohio
$210K 2,617 +2,617 New
7 8
9
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