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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

280 hedge funds and large institutions have $1.42B invested in Vanguard ESG US Stock ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
280
Holders Change
+30
Holders Change %
+12%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
44
Increased
136
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$22.1M
2
RWM
2
Refined Wealth Management
Utah
$20.7M
3
Betterment LLC
3
Betterment LLC
New York
$19.9M
4
VCM
4
Verde Capital Management
Michigan
$13.7M
5
Bank of America
5
Bank of America
North Carolina
$59.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$30.6M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
HT
3
HAP Trading
New York
$0
4
CA
4
Crewe Advisors
Utah
$8.14M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$263M 3,283,583 +52,443 +2%
OHSU
2
Oregon Health & Science University
Oregon
$227M 2,837,938 +6,440 +0.2%
Bank of America
3
Bank of America
North Carolina
$59.2M 739,811 +75,546 +11%
Morgan Stanley
4
Morgan Stanley
New York
$58.6M 732,127 +64,961 +10%
Ameriprise
5
Ameriprise
Minnesota
$41.6M 519,784 +35,762 +7%
LB
6
Leo Brokerage
Texas
$40.3M 504,163 +33,136 +7%
UBS Group
7
UBS Group
Switzerland
$32.2M 402,737 +11,755 +3%
KIM
8
Karpus Investment Management
New York
$31.9M 398,760 +6,855 +2%
Creative Planning
9
Creative Planning
Kansas
$30.6M 382,245 -214,879 -36%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$27.7M 346,481 +16,955 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$23.4M 292,721 +61,758 +27%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$22.1M 276,218 +273,962 +12,144%
Goldman Sachs
13
Goldman Sachs
New York
$21.4M 267,098 +12,000 +5%
RWM
14
Refined Wealth Management
Utah
$20.7M 258,968 +258,968 New
OWM
15
Orgel Wealth Management
Wisconsin
$20.7M 258,579 -1,789 -0.7%
Betterment LLC
16
Betterment LLC
New York
$19.9M 249,309 +249,309 New
PIC
17
Platt Investment Counsel
Florida
$18.3M 229,288 +2,759 +1%
PA
18
Parallel Advisors
California
$15.6M 194,421 +18,214 +10%
VCM
19
Verde Capital Management
Michigan
$13.7M 171,637 +171,637 New
SCM
20
SCS Capital Management
Massachusetts
$12.4M 155,099 +16,423 +12%
DPI
21
Diversified Portfolios Inc
Michigan
$12.3M 153,248 +9 +0%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$12.2M 152,350 -4,929 -3%
Wells Fargo
23
Wells Fargo
California
$11.6M 145,295 +10,058 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$11.4M 142,079 +33,657 +31%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$10.6M 132,929 +10,076 +8%
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