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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 %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$242K +$24K +386 +11%
FF
52
Farrell Financial
New York
$239K +$31K +499 +15%
APM
53
a16z Perennial Management
California
$227K +$227K +3,651 New
RRA
54
Round Rock Advisors
Connecticut
$212K
EFN
55
Equita Financial Network
Pennsylvania
$205K +$205K +3,301 New
AIS
56
American Investment Services
Massachusetts
$203K
Creative Planning
57
Creative Planning
Kansas
$201K
FGAM
58
Financial Gravity Asset Management
Texas
$175K -$112K -1,799 -39%
FHA
59
First Horizon Advisors
Tennessee
$167K +$63.2K +1,018 +61%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$141K
WOSD
61
WFA of San Diego
California
$58.8K +$58.8K +948 New
MIA
62
Milestone Investment Advisors
Wisconsin
$53.6K
US Bancorp
63
US Bancorp
Minnesota
$42.6K -$11.5K -185 -21%
AF
64
Advisornet Financial
Minnesota
$38.1K
SPIA
65
Steward Partners Investment Advisory
New York
$36.2K +$36.2K +584 New
AWM
66
Avior Wealth Management
Nebraska
$36K +$36K +580 New
AWM
67
AllSquare Wealth Management
New York
$35K
BCWM
68
Bartlett & Co Wealth Management
Ohio
$30.7K +$30.7K +494 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$27.8K +$8.07K +130 +41%
VAG
70
VisionPoint Advisory Group
Texas
$15.6K +$1.12K +18 +8%
SIS
71
Strategic Investment Solutions
Illinois
$8K +$8K +126 New
RCM
72
Rain Capital Management
Oregon
$7.27K +$62 +1 +0.9%
LFG
73
Larson Financial Group
Missouri
$6.26K +$62 +1 +1%
FCG
74
Financial Connections Group
California
$6K +$6K +112 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$4.5K