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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

54 hedge funds and large institutions have $73M invested in Vanguard ESG US Stock ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 1 reducing their positions, and 7 closing their positions.

Holders
54
Holders Change
+12
Holders Change %
+28.57%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
18
Reduced
1
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$10.3M
2
Jane Street
2
Jane Street
New York
$10.7M
3
Bank of America
3
Bank of America
North Carolina
$5.96M
4
SCM
4
SCS Capital Management
Massachusetts
$2.71M
5
Deutsche Bank
5
Deutsche Bank
Germany
$2.07M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$83K
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
NSIM
5
North Star Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
26
Parallel Advisors
California
$290K 5,669 +5,669 New
GAM
27
Gould Asset Management
California
$269K 5,260 +5,260 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$251K 4,898 +4,898 New
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$234K 4,567 +4,567 New
AIP
30
Ameritas Investment Partners
Nebraska
$229K 4,479 +4,479 New
FANJ
31
Financial Architects (New Jersey)
New Jersey
$175K 3,413 – –
EI
32
Ellevest Inc
New York
$166K 3,243 +3,243 New
VFA
33
Valeo Financial Advisors
Indiana
$161K 3,148 +1,080 +52%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$113K 2,212 +2,002 +953%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$110K 2,140 – –
BFC
36
Bedel Financial Consulting
Indiana
$110K 2,156 – –
MWM
37
Mascoma Wealth Management
New Hampshire
$108K 2,110 +2,110 New
AG
38
Advisor Group
Arizona
$89K 1,735 +1,697 +4,466%
TRCT
39
Tower Research Capital (TRC)
New York
$83K 1,623 -11,274 -87%
AF
40
Advisornet Financial
Minnesota
$67K 1,300 – –
MWM
41
Merriman Wealth Management
Washington
$65.6K 127,242 +127,242 New
LFASL
42
Lugano Financial Advisors SA (LFA)
Switzerland
$46K 900 +900 New
HDIM
43
Hanson & Doremus Investment Management
Vermont
$43K 832 +832 New
BWA
44
BDO Wealth Advisors
Florida
$41K 800 – –
DWM
45
Doyle Wealth Management
Florida
$34K 662 +662 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$26K 500 +500 New
William Blair & Company
47
William Blair & Company
Illinois
$12K 229 +199 +663%
GWM
48
Geneos Wealth Management
Colorado
$12K 250 +250 New
TCM
49
TD Capital Management
Tennessee
$11K 220 +1 +0.5%
ME
50
McIlrath & Eck
Washington
$3K 60 – –
1
2
3