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Vanguard ESG US Stock ETF

379 hedge funds and large institutions have $1.94B invested in Vanguard ESG US Stock ETF in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 167 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 17

234% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 50

45% more capital invested

Capital invested by funds: $1.33B → $1.94B (+$604M)

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

27% more funds holding

Funds holding: 299379 (+80)

5.83% more ownership

Funds ownership: 25.8%31.63% (+5.8%)

Holders
379
Holders Change
+80
Holders Change %
+26.76%
% of All Funds
5.83%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.29%
New
100
Increased
167
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$345M +$33M +386,603 +11%
VF
2
Visa Foundation
California
$269M +$261M +3,057,600 New
Creative Planning
3
Creative Planning
Kansas
$71.8M +$6.63M +77,594 +10%
Morgan Stanley
4
Morgan Stanley
New York
$65M +$9.23K +108 +0%
Bank of America
5
Bank of America
North Carolina
$63.3M -$2.3M -26,966 -4%
Ameriprise
6
Ameriprise
Minnesota
$56.6M +$7.01M +82,110 +15%
CA
7
Crewe Advisors
Utah
$41.6M +$8.02M +93,869 +25%
KIM
8
Karpus Investment Management
New York
$39.8M +$3.55M +41,542 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$37.5M +$6.01M +70,295 +20%
Wealthfront Advisers
10
Wealthfront Advisers
California
$35.9M +$24.4M +285,776 +233%
UBS Group
11
UBS Group
Switzerland
$32.9M +$139K +1,627 +0.4%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$29.5M +$1.72M +20,115 +6%
Goldman Sachs
13
Goldman Sachs
New York
$25.6M +$2.1M +24,603 +9%
OWM
14
Orgel Wealth Management
Wisconsin
$24.1M +$1.04M +12,126 +5%
RWM
15
Refined Wealth Management
Utah
$23.5M +$358K +4,191 +2%
Betterment LLC
16
Betterment LLC
New York
$21.3M +$639K +7,474 +3%
PIC
17
Platt Investment Counsel
Florida
$20.4M +$188K +2,202 +1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$19.9M -$529K -6,193 -3%
VCM
19
Verde Capital Management
Michigan
$19.2M +$1.4M +16,338 +8%
PA
20
Parallel Advisors
California
$18.2M +$476K +5,572 +3%
CA
21
Cambridge Associates
Massachusetts
$17.6M +$12.5M +145,883 +267%
SCM
22
SCS Capital Management
Massachusetts
$17.2M +$1.96M +23,000 +13%
Wells Fargo
23
Wells Fargo
California
$16.5M +$587K +6,875 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$16.4M +$1.04M +12,128 +7%
RCS
25
Retirement Capital Strategies
California
$15.4M +$312K +3,651 +2%