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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

378 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, 166 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+80
Holders Change %
+26.85%
% of All Funds
5.84%
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
166
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$345M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$35.9M
3
CA
3
Cambridge Associates
Massachusetts
$17.6M
4
CA
4
Crewe Advisors
Utah
$41.6M
5
Ameriprise
5
Ameriprise
Minnesota
$56.6M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$624K
2
JPG
2
Jordan Park Group
California
$0
3
Bank of America
3
Bank of America
North Carolina
$63.3M
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
201
Financial Counselors Inc
Kansas
$597K +$62K +705 +12%
CWA
202
CJM Wealth Advisers
Virginia
$590K +$590K +6,712 New
BSSFA
203
Baron Silver Stevens Financial Advisors
Florida
$565K +$53.1K +604 +10%
RIM
204
Rockbridge Investment Management
New York
$561K +$56.2K +639 +11%
CFA
205
Capstone Financial Advisors
Illinois
$551K +$85K +967 +18%
SFPG
206
Stonebridge Financial Planning Group
Florida
$548K +$10.8K +135 +2%
IIA
207
Integral Investment Advisors
California
$525K +$525K +5,968 New
EC
208
Estate Counselors
Wisconsin
$523K +$523K +5,960 New
CIAS
209
CFS Investment Advisory Services
New Jersey
$521K -$5.79K -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 +$501K +5,698 New
LIG
215
Lokken Investment Group
Delaware
$500K – – –
AGP
216
Autumn Glory Partners
Texas
$475K +$475K +5,399 New
CAL
217
Capital Analysts LLC
Pennsylvania
$472K -$3.52K -40 -0.7%
MPM
218
Meritage Portfolio Management
Kansas
$468K +$35.1K +400 +8%
TDC
219
Thompson Davis & Co
Virginia
$468K +$468K +5,321 New
FNC
220
First National Corp
Massachusetts
$454K +$454K +5,171 New
ACA
221
Atlas Capital Advisors
Wyoming
$451K +$439 +5 +0.1%
Jones Financial Companies
222
Jones Financial Companies
Missouri
$449K +$449K +5,112 New
SMFG
223
Sumitomo Mitsui Financial Group
Japan
$432K +$160K +1,823 +59%
DP
224
Denver PWM
Colorado
$419K +$14.3K +162 +4%
WCFA
225
Walkner Condon Financial Advisors
Wisconsin
$419K +$419K +4,765 New
7 8
9
10 11