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Vanguard ESG US Stock ETF
ESGV

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.

New
Increased
Maintained
Reduced
Closed

1,700% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 1

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

91% more capital invested

Capital invested by funds: $38.2M → $73M (+$34.8M)

29% more funds holding

Funds holding: 42 → 54 (+12)

4.51% more ownership

Funds ownership: 13.02% → 17.53% (+4.5%)

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

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$10.1M
2
Jane Street
Jane Street
New York
+$6.93M
3
MWM
Merriman Wealth Management
Washington
+$6.38M
4
Bank of America
Bank of America
North Carolina
+$5.57M
5
SCM
SCS Capital Management
Massachusetts
+$2.66M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$583K
2
TRCT
Tower Research Capital (TRC)
New York
-$565K
3
SG Americas Securities
SG Americas Securities
New York
-$491K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$202K
5
NSIM
North Star Investment Management
Illinois
-$27K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Parallel Advisors
California
$290K +$284K +5,669 New
GAM
27
Gould Asset Management
California
$269K +$264K +5,260 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$251K +$246K +4,898 New
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$234K +$229K +4,567 New
AIP
30
Ameritas Investment Partners
Nebraska
$229K +$225K +4,479 New
FANJ
31
Financial Architects (New Jersey)
New Jersey
$175K – – –
EI
32
Ellevest Inc
New York
$166K +$163K +3,243 New
VFA
33
Valeo Financial Advisors
Indiana
$161K +$54.2K +1,080 +52%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$113K +$100K +2,002 +953%
BFC
35
Bedel Financial Consulting
Indiana
$110K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$110K – – –
MWM
37
Mascoma Wealth Management
New Hampshire
$108K +$106K +2,110 New
AG
38
Advisor Group
Arizona
$89K +$85.1K +1,697 +4,466%
TRCT
39
Tower Research Capital (TRC)
New York
$83K -$565K -11,274 -87%
AF
40
Advisornet Financial
Minnesota
$67K – – –
MWM
41
Merriman Wealth Management
Washington
$65.6K +$6.38M +127,242 New
LFASL
42
Lugano Financial Advisors SA (LFA)
Switzerland
$46K +$45.1K +900 New
HDIM
43
Hanson & Doremus Investment Management
Vermont
$43K +$41.7K +832 New
BWA
44
BDO Wealth Advisors
Florida
$41K – – –
DWM
45
Doyle Wealth Management
Florida
$34K +$33.2K +662 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$26K +$25.1K +500 New
William Blair & Company
47
William Blair & Company
Illinois
$12K +$9.98K +199 +663%
GWM
48
Geneos Wealth Management
Colorado
$12K +$12.5K +250 New
TCM
49
TD Capital Management
Tennessee
$11K +$50 +1 +0.5%
CFD
50
Creative Financial Designs
Indiana
$3K – – –
1
2
3

ESGV Hedge Fund Activity: Q2 2019 in Review

54 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2019, worth a combined $73M — up 91% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ESGV positions and 7 closed out — a net gain of 13 holders — while 18 added to existing stakes and 1 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $10.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $583K sold.

  • 54 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2019, up from 42 in Q1 2019.
  • Funds reported $73M of Vanguard ESG US Stock ETF stock for Q2 2019, up 91% quarter-over-quarter.
  • 20 funds opened new Vanguard ESG US Stock ETF positions in Q2 2019 and 7 closed out, a net change of +13 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2019 was Bank of Montreal, an estimated $10.1M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2019 was Citadel Advisors, an estimated $583K sold.

Based on aggregated 13F filings for Q2 2019.