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Vanguard ESG US Stock ETF

379 hedge funds and large institutions have $1.94B invested in Vanguard ESG US Stock ETF in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 167 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 17

234% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 50

45% more capital invested

Capital invested by funds: $1.33B → $1.94B (+$604M)

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

27% more funds holding

Funds holding: 299379 (+80)

5.83% more ownership

Funds ownership: 25.8%31.63% (+5.8%)

Holders
379
Holders Change
+80
Holders Change %
+26.76%
% of All Funds
5.83%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.29%
New
100
Increased
167
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
201
Financial Counselors Inc
Kansas
$597K +$60.2K +705 +12%
CWA
202
CJM Wealth Advisers
Virginia
$590K +$573K +6,712 New
BSSFA
203
Baron Silver Stevens Financial Advisors
Florida
$565K +$51.6K +604 +10%
RIM
204
Rockbridge Investment Management
New York
$561K +$54.6K +639 +11%
CFA
205
Capstone Financial Advisors
Illinois
$551K +$82.6K +967 +18%
SFPG
206
Stonebridge Financial Planning Group
Florida
$548K +$11.5K +135 +2%
IIA
207
Integral Investment Advisors
California
$525K +$510K +5,968 New
EC
208
Estate Counselors
Wisconsin
$523K +$509K +5,960 New
CIAS
209
CFS Investment Advisory Services
New Jersey
$521K -$6.07K -71 -1%
MWA
210
MFA Wealth Advisors
Pennsylvania
$521K
KFP
211
KMG Fiduciary Partners
Ohio
$519K
SRC
212
Shufro Rose & Co
New York
$510K
AAM
213
Ameraudi Asset Management
New York
$509K
GW
214
GW & Wade
Massachusetts
$501K +$487K +5,698 New
LIG
215
Lokken Investment Group
Delaware
$500K
AGP
216
Autumn Glory Partners
Texas
$475K +$461K +5,399 New
CAL
217
Capital Analysts LLC
Pennsylvania
$472K -$3.42K -40 -0.7%
MPM
218
Meritage Portfolio Management
Kansas
$468K +$34.2K +400 +8%
TDC
219
Thompson Davis & Co
Virginia
$468K +$455K +5,321 New
FNC
220
First National Corp
Massachusetts
$454K +$442K +5,171 New
ACA
221
Atlas Capital Advisors
Wyoming
$451K +$427 +5 +0.1%
Jones Financial Companies
222
Jones Financial Companies
Missouri
$449K +$437K +5,112 New
SMFG
223
Sumitomo Mitsui Financial Group
Japan
$432K +$156K +1,823 +59%
DP
224
Denver PWM
Colorado
$419K +$13.8K +162 +4%
WCFA
225
Walkner Condon Financial Advisors
Wisconsin
$419K +$407K +4,765 New