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Vanguard ESG US Stock ETF

371 hedge funds and large institutions have $2.03B invested in Vanguard ESG US Stock ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 108

29% more capital invested

Capital invested by funds: $1.58B → $2.03B (+$454M)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

1% more funds holding

Funds holding: 368371 (+3)

1.09% less ownership

Funds ownership: 34.48%33.39% (-1.1%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
371
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.39%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
32
Increased
160
Reduced
108
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1
CM Wealth Advisors
Ohio
$584M
Vanguard Group
2
Vanguard Group
Pennsylvania
$255M -$5.24M -74,624 -2%
VF
3
Visa Foundation
California
$166M -$7.44M -105,993 -4%
Creative Planning
4
Creative Planning
Kansas
$62.2M -$8.64M -123,129 -11%
Morgan Stanley
5
Morgan Stanley
New York
$51.1M -$1.35M -19,164 -2%
Bank of America
6
Bank of America
North Carolina
$47.4M +$1.84M +26,262 +4%
Wealthfront Advisers
7
Wealthfront Advisers
California
$41.1M -$3.69M -52,539 -7%
VCM
8
Verde Capital Management
Michigan
$32.3M +$3.46M +49,289 +11%
AIA
9
Angeles Investment Advisors
California
$29.5M -$1.74M -24,830 -5%
Ameriprise
10
Ameriprise
Minnesota
$28.1M -$2.62M -37,273 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$27.2M +$217K +3,095 +0.7%
Betterment LLC
12
Betterment LLC
New York
$27.1M
CA
13
Crewe Advisors
Utah
$23.2M +$351 +5 +0%
UBS Group
14
UBS Group
Switzerland
$22.8M +$274K +3,909 +1%
Goldman Sachs
15
Goldman Sachs
New York
$21.3M +$4.14M +58,915 +21%
PIC
16
Platt Investment Counsel
Florida
$20.1M +$1.87M +26,658 +9%
EH
17
Equitable Holdings
New York
$17.8M +$1.72M +24,446 +9%
OWM
18
Orgel Wealth Management
Wisconsin
$17.7M +$179K +2,546 +0.9%
CWM
19
Cedar Wealth Management
California
$16.1M +$86.2K +1,228 +0.5%
FWI
20
Facet Wealth Inc
Maryland
$15.5M +$3.09M +43,952 +23%
AFA
21
American Financial Advisors
Georgia
$13.9M -$411K -5,849 -3%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$13.4M +$917K +13,070 +7%
Wells Fargo
23
Wells Fargo
California
$13M +$1.22M +17,450 +9%
I
24
IMPACTfolio
Colorado
$12.8M +$478K +6,805 +3%
FNWM
25
Financial Network Wealth Management
Utah
$12.7M +$1.32M +18,870 +10%