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Vanguard ESG US Stock ETF
ESGV

42 hedge funds and large institutions have $38.2M invested in Vanguard ESG US Stock ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

83% more funds holding

Funds holding: 23 → 42 (+19)

49% more capital invested

Capital invested by funds: $25.6M → $38.2M (+$12.6M)

15.65% less ownership

Funds ownership: 28.67% → 13.02% (-16%)

Holders
42
Holders Change
+19
Holders Change %
+82.61%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
7
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSWM
Boston Standard Wealth Management
Massachusetts
+$1.57M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$899K
3
RWP
RWA Wealth Partners
Massachusetts
+$758K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$732K
5
Jane Street
Jane Street
New York
+$678K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$596K
2
Bank of America
Bank of America
North Carolina
-$225K
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$35.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
26
Bedel Financial Consulting
Indiana
$106K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$106K +$101K +2,140 New
VFA
28
Valeo Financial Advisors
Indiana
$101K +$97.3K +2,068 New
AF
29
Advisornet Financial
Minnesota
$64K – – –
BWA
30
BDO Wealth Advisors
Florida
$39K +$37.7K +800 New
NSIM
31
North Star Investment Management
Illinois
$27K +$26.2K +556 New
AA
32
Advisory Alpha
Michigan
$25.1K +$23.6K +502 New
TCM
33
TD Capital Management
Tennessee
$11K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$10K – – –
ME
35
McIlrath & Eck
Washington
$3K – – –
AG
36
Advisor Group
Arizona
$2K – – –
CFD
37
Creative Financial Designs
Indiana
$2K – – –
William Blair & Company
38
William Blair & Company
Illinois
$1K +$1.41K +30 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
– +$47 +1 New
Wells Fargo
40
Wells Fargo
California
– +$47 +1 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
– +$94 +2 New
1
2

ESGV Hedge Fund Activity: Q1 2019 in Review

42 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2019, worth a combined $38.2M — up 49% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ESGV positions and 0 closed out — a net gain of 19 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Boston Standard Wealth Management, opening a new position worth an estimated $1.57M. The largest seller was Tower Research Capital (TRC), cutting an estimated $596K.

  • 42 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2019, up from 23 in Q4 2018.
  • Funds reported $38.2M of Vanguard ESG US Stock ETF stock for Q1 2019, up 49% quarter-over-quarter.
  • 19 funds opened new Vanguard ESG US Stock ETF positions in Q1 2019 and 0 closed out, a net change of +19 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2019 was Boston Standard Wealth Management, an estimated $1.57M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2019 was Tower Research Capital (TRC), an estimated $596K sold.

Based on aggregated 13F filings for Q1 2019.