ESGV icon

Vanguard ESG US Stock ETF

166 hedge funds and large institutions have $838M invested in Vanguard ESG US Stock ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
166
Holders Change
+20
Holders Change %
+13.7%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
33
Increased
76
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$395M 6,395,640 +145,017 +2%
Bank of America
2
Bank of America
North Carolina
$34.8M 563,627 +9,506 +2%
Morgan Stanley
3
Morgan Stanley
New York
$28.2M 455,623 +80,869 +22%
Creative Planning
4
Creative Planning
Kansas
$22M 356,458 +6,662 +2%
Ameriprise
5
Ameriprise
Minnesota
$21.7M 350,717 +170,291 +94%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$20.5M 331,712 +31,227 +10%
LB
7
Leo Brokerage
Texas
$20.4M 362,158 +362,158 New
WU
8
Wealthsimple US
New York
$20.3M 328,570 +24,031 +8%
UBS Group
9
UBS Group
Switzerland
$19.2M 311,294 +47,479 +18%
OWM
10
Orgel Wealth Management
Wisconsin
$16M 258,797 -11,452 -4%
Goldman Sachs
11
Goldman Sachs
New York
$12.2M 198,076
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.7M 173,172 +32,658 +23%
KIM
13
Karpus Investment Management
New York
$10.7M 173,070 +149,455 +633%
DPI
14
Diversified Portfolios Inc
Michigan
$9.62M 155,646 -22,553 -13%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$8.99M 145,497 +1,381 +1%
SCM
16
SCS Capital Management
Massachusetts
$8.17M 132,243 -437 -0.3%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$7.95M 128,605 +74,156 +136%
CG
18
Caprock Group
Idaho
$7.84M 126,888 +21 +0%
WS
19
Wedbush Securities
California
$7.42M 119,973 -7,227 -6%
SA
20
Stewardship Advisors
Pennsylvania
$7.39M 114,526 -5,352 -4%
PA
21
Parallel Advisors
California
$5.48M 88,706 +11,275 +15%
CA
22
Cambridge Associates
Massachusetts
$5.45M 86,615 -24,509 -22%
CA
23
Crewe Advisors
Utah
$5.43M 87,906 +19,468 +28%
ET
24
Equitable Trust
Tennessee
$4.86M 78,606 -11,200 -12%
Wells Fargo
25
Wells Fargo
California
$4.83M 78,119 +78,118 +7,811,800%