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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

216 hedge funds and large institutions have $1.03B invested in Vanguard ESG US Stock ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 93 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
216
Holders Change
+50
Holders Change %
+30.12%
% of All Funds
3.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
62
Increased
93
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OHSU
1
Oregon Health & Science University
Oregon
$155M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$15.3M
3
KIM
3
Karpus Investment Management
New York
$26.2M
4
PIC
4
Platt Investment Counsel
Florida
$12.3M
5
Creative Planning
5
Creative Planning
Kansas
$34M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$223M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.44M
3
TA
3
Tiedemann Advisors
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.3M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$223M 3,173,149 -3,222,491 -50%
OHSU
2
Oregon Health & Science University
Oregon
$155M 2,202,120 +2,202,120 New
Bank of America
3
Bank of America
North Carolina
$44.5M 633,627 +70,000 +12%
Morgan Stanley
4
Morgan Stanley
New York
$40.5M 576,654 +121,031 +27%
Creative Planning
5
Creative Planning
Kansas
$34M 484,846 +128,388 +36%
Ameriprise
6
Ameriprise
Minnesota
$31.8M 453,851 +103,134 +29%
LB
7
Leo Brokerage
Texas
$29.9M 425,759 +63,601 +18%
KIM
8
Karpus Investment Management
New York
$26.2M 373,918 +200,848 +116%
UBS Group
9
UBS Group
Switzerland
$25.6M 364,271 +52,977 +17%
WU
10
Wealthsimple US
New York
$23.7M 338,080 +9,510 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.3M 289,861 -41,851 -13%
OWM
12
Orgel Wealth Management
Wisconsin
$18.1M 258,032 -765 -0.3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$15.3M 218,051 +218,051 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$14.7M 209,256 +36,084 +21%
Goldman Sachs
15
Goldman Sachs
New York
$14.7M 208,796 +10,720 +5%
PIC
16
Platt Investment Counsel
Florida
$12.3M 175,018 +175,018 New
DPI
17
Diversified Portfolios Inc
Michigan
$10.9M 155,607 -39 -0%
PA
18
Parallel Advisors
California
$10.3M 146,745 +58,039 +65%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$10.3M 146,344 +17,739 +14%
CG
20
Caprock Group
Idaho
$8.91M 126,910 +22 +0%
SCM
21
SCS Capital Management
Massachusetts
$8.8M 125,338 -6,905 -5%
TAM
22
Trillium Asset Management
Massachusetts
$8.75M 124,719 +124,719 New
SA
23
Stewardship Advisors
Pennsylvania
$7.94M 113,207 -1,319 -1%
WS
24
Wedbush Securities
California
$7.94M 113,139 -6,834 -6%
CA
25
Crewe Advisors
Utah
$7.73M 110,154 +22,248 +25%
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