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Vanguard ESG US Stock ETF

298 hedge funds and large institutions have $1.33B invested in Vanguard ESG US Stock ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 151 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
298
Holders Change
+18
Holders Change %
+6.43%
% of All Funds
5.23%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
35
Increased
151
Reduced
45
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$283M 3,533,225 +249,642 +8%
Bank of America
2
Bank of America
North Carolina
$59.8M 747,511 +7,700 +1%
Morgan Stanley
3
Morgan Stanley
New York
$59.2M 739,171 +7,044 +1%
Creative Planning
4
Creative Planning
Kansas
$59.2M 739,022 +356,777 +93%
Ameriprise
5
Ameriprise
Minnesota
$45M 562,476 +42,692 +8%
LB
6
Leo Brokerage
Texas
$41.5M 518,087 +13,924 +3%
KIM
7
Karpus Investment Management
New York
$32.9M 411,134 +12,374 +3%
CA
8
Crewe Advisors
Utah
$30.4M 379,549 +277,827 +273%
UBS Group
9
UBS Group
Switzerland
$29.8M 372,794 -29,943 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$28.5M 356,476 +9,995 +3%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$26.2M 313,197 +36,979 +13%
Goldman Sachs
12
Goldman Sachs
New York
$21.3M 266,367 -731 -0.3%
RWM
13
Refined Wealth Management
Utah
$21.1M 263,708 +4,740 +2%
OWM
14
Orgel Wealth Management
Wisconsin
$21M 262,650 +4,071 +2%
Betterment LLC
15
Betterment LLC
New York
$18.8M 234,415 -14,894 -6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$18.6M 232,487 -60,234 -21%
PIC
17
Platt Investment Counsel
Florida
$18.4M 229,347 +59 +0%
VCM
18
Verde Capital Management
Michigan
$16.2M 202,311 +30,674 +18%
PA
19
Parallel Advisors
California
$16.2M 201,786 +7,365 +4%
Wells Fargo
20
Wells Fargo
California
$14.5M 181,341 +36,046 +25%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$14M 174,924 +41,995 +32%
SCM
22
SCS Capital Management
Massachusetts
$13.8M 172,970 +17,871 +12%
RCS
23
Retirement Capital Strategies
California
$13.7M 171,161 +136,984 +401%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$12.9M 161,654 +19,575 +14%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$12.3M 153,126 +776 +0.5%