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Vanguard ESG US Stock ETF

23 hedge funds and large institutions have $25.6M invested in Vanguard ESG US Stock ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more capital invested

Capital invested by funds: $4.51M → $25.6M (+$21.1M)

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

229% more funds holding

Funds holding: 723 (+16)

61.23% less ownership

Funds ownership: 89.91%28.67% (-61%)

Holders
23
Holders Change
+16
Holders Change %
+228.57%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
4
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cambridge Associates
Massachusetts
$9.04M +$9.71M +210,185 New
JMPWA
2
JP Morgan Private Wealth Advisors
California
$4.35M +$4.67M +101,091 New
Jane Street
3
Jane Street
New York
$2.46M +$2.18M +47,236 +477%
ET
4
Equitable Trust
Tennessee
$2.01M +$2.16M +46,782 New
Creative Planning
5
Creative Planning
Kansas
$1.67M +$1.8M +38,861 New
CL
6
CPWM LLC
Washington
$1.41M +$1.51M +32,750 New
TRCT
7
Tower Research Capital (TRC)
New York
$1.1M -$2.23M -48,229 -65%
RCS
8
Retirement Capital Strategies
California
$966K +$1.04M +22,474 New
DADC
9
D.A. Davidson & Co
Montana
$791K +$850K +18,400 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$443K +$477K +10,315 New
Bank of America
11
Bank of America
North Carolina
$441K +$474K +10,248 New
Vanguard Group
12
Vanguard Group
Pennsylvania
$323K +$138K +2,977 +66%
SGAM
13
Steinberg Global Asset Management
Florida
$276K +$297K +6,430 New
FANJ
14
Financial Architects (New Jersey)
New Jersey
$123K +$133K +2,872 New
BFC
15
Bedel Financial Consulting
Indiana
$93K +$99.6K +2,156 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$75K +$11.6K +250 +17%
AF
17
Advisornet Financial
Minnesota
$56K +$60.1K +1,300 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$9K +$3.7K +80 +62%
TCM
19
TD Capital Management
Tennessee
$9K +$10.1K +219 New
ME
20
McIlrath & Eck
Washington
$3K +$2.77K +60 New
CFD
21
Creative Financial Designs
Indiana
$2K
AG
22
Advisor Group
Arizona
$2K +$1.76K +38 New