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Vanguard ESG US Corporate Bond ETF

75 hedge funds and large institutions have $192M invested in Vanguard ESG US Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
38
Reduced
8
Closed
8
Calls
$2.94M
Puts
$9.23M
Net Calls
-$6.29M
Net Calls Change
+$6.75M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
26
Whittier Trust
California
$1.15M
BP
27
Ballentine Partners
Massachusetts
$1.02M +$1.02M +16,493 New
CFG
28
Carr Financial Group
Massachusetts
$1.01M +$91.5K +1,474 +10%
LFA
29
Level Financial Advisors
New York
$845K +$49.3K +795 +6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$804K -$48.8K -787 -6%
AIP
31
Ameritas Investment Partners
Nebraska
$727K +$56.2K +906 +8%
AF
32
Allworth Financial
California
$721K +$140K +2,236 +24%
VNA
33
Valley National Advisers
Pennsylvania
$667K +$17.2K +277 +3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$651K -$72.1K -1,161 -10%
NCM
35
Novare Capital Management
North Carolina
$650K +$650K +10,480 New
HI
36
Harbour Investments
Wisconsin
$564K +$249K +4,018 +79%
MML Investors Services
37
MML Investors Services
Massachusetts
$526K +$48K +773 +10%
WFA
38
West Financial Advisors
Iowa
$500K +$65.2K +1,050 +15%
GAM
39
Gould Asset Management
California
$451K
RCAG
40
Rehmann Capital Advisory Group
Michigan
$443K +$4.41K +71 +1%
WCWM
41
Willow Creek Wealth Management
California
$432K -$34K -548 -7%
SRB
42
Shotwell Rutter Baer
Michigan
$408K +$408K +6,533 New
EP
43
Essential Planning
New Hampshire
$399K +$106K +1,716 +36%
LSA
44
Lion Street Advisors
Texas
$388K
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$365K +$134K +2,155 +58%
PAG
46
Private Advisor Group
New Jersey
$353K +$353K +5,684 New
RJA
47
Raymond James & Associates
Florida
$347K
KMWM
48
Keudell/Morrison Wealth Management
Oregon
$341K +$7.88K +127 +2%
Osaic Holdings
49
Osaic Holdings
Arizona
$336K +$48.4K +780 +17%
LOIP
50
Live Oak Investment Partners
Texas
$311K