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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 %
HI
201
Harbour Investments
Wisconsin
$297K +$2.24K +28 +0.8%
KCM
202
Karp Capital Management
California
$296K – – –
FAG
203
Financial Advisory Group
Texas
$295K +$22.8K +285 +8%
PAI
204
Pittenger & Anderson Inc
Nebraska
$291K +$91.6K +1,143 +46%
CFGS
205
Concourse Financial Group Securities
Alabama
$290K -$4.01K -50 -1%
HR
206
Howe & Rusling
New York
$290K – – –
MWM
207
Mascoma Wealth Management
New Hampshire
$289K +$27.6K +344 +11%
GT
208
Glenview Trust
Kentucky
$283K +$34.1K +426 +14%
FCIM
209
Fairview Capital Investment Management
California
$282K – – –
LNC
210
Lincoln National Corp
Pennsylvania
$277K +$53.3K +667 +24%
KAS
211
Kestra Advisory Services
Texas
$276K +$276K +3,443 New
MWM
212
Meridian Wealth Management
Kentucky
$274K – – –
YWP
213
YorkBridge Wealth Partners
New York
$270K – – –
DWM
214
Dakota Wealth Management
Florida
$270K +$8.01K +100 +3%
IA
215
IFG Advisors
Missouri
$266K +$720 +9 +0.3%
BFA
216
Bluestem Financial Advisors
Illinois
$266K +$8.41K +105 +3%
TAM
217
Tocqueville Asset Management
New York
$263K +$263K +3,280 New
ACP
218
Ashfield Capital Partners
California
$261K – – –
REMPR
219
Roof Eidam Maycock Peralta (REMP)
California
$260K – – –
SPIA
220
Steward Partners Investment Advisory
New York
$257K +$39.5K +493 +18%
SMFG
221
Sumitomo Mitsui Financial Group
Japan
$250K +$250K +3,089 New
DC
222
DeDora Capital
California
$249K – – –
CFG
223
Citizens Financial Group
Rhode Island
$249K +$1.92K +24 +0.8%
PIP
224
Peachtree Investment Partners
Florida
$247K +$641 +8 +0.3%
TP
225
Tranquility Partners
Tennessee
$242K – – –
7 8
9
10 11