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Vanguard ESG US Stock ETF

94 hedge funds and large institutions have $436M invested in Vanguard ESG US Stock ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+21
Holders Change %
+28.77%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
41
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$283M 5,004,017 +496,364 +11%
Bank of America
2
Bank of America
North Carolina
$13.6M 239,707 +196,325 +453%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.7M 206,330 +177,190 +608%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$11.5M 202,403 +1,713 +0.9%
DPI
5
Diversified Portfolios Inc
Michigan
$8.7M 153,823 +1,328 +0.9%
UBS Group
6
UBS Group
Switzerland
$8.02M 141,718 +78,216 +123%
MWM
7
Merriman Wealth Management
Washington
$7.36M 130,142
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$7.19M 127,053 +24,917 +24%
CA
9
Cambridge Associates
Massachusetts
$7.16M 126,619 -54,468 -30%
SCM
10
SCS Capital Management
Massachusetts
$7.1M 125,509 +36,182 +41%
OWM
11
Orgel Wealth Management
Wisconsin
$6.57M 116,131 +1,917 +2%
SA
12
Stewardship Advisors
Pennsylvania
$5.88M 103,982 +103,982 New
ET
13
Equitable Trust
Tennessee
$4.21M 74,358 +7,252 +11%
Creative Planning
14
Creative Planning
Kansas
$3.66M 64,668 +13,458 +26%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.25M 57,417 +3,292 +6%
RWP
16
RWA Wealth Partners
Massachusetts
$3.2M 56,566 +8,061 +17%
Deutsche Bank
17
Deutsche Bank
Germany
$2.83M 49,950 +9,450 +23%
Morgan Stanley
18
Morgan Stanley
New York
$2.82M 49,804 +25,883 +108%
CA
19
Crewe Advisors
Utah
$2.81M 49,672 +49,672 New
PA
20
Parallel Advisors
California
$2.75M 48,528 +7,930 +20%
BSWM
21
Boston Standard Wealth Management
Massachusetts
$2.71M 47,898 +197 +0.4%
WB
22
Webster Bank
Connecticut
$1.97M 34,875 +13,500 +63%
CL
23
CPWM LLC
Washington
$1.85M 32,750
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.58M 27,837 +20,295 +269%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.3M 22,924 +6,253 +38%