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Vanguard ESG US Stock ETF
ESGV

73 hedge funds and large institutions have $334M invested in Vanguard ESG US Stock ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

358% more capital invested

Capital invested by funds: $73M → $334M (+$261M)

333% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 6

36.19% more ownership

Funds ownership: 17.53% → 53.72% (+36%)

35% more funds holding

Funds holding: 54 → 73 (+19)

Holders
73
Holders Change
+19
Holders Change %
+35.19%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
26
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$232M
2
DPI
Diversified Portfolios Inc
Michigan
+$7.89M
3
OWM
Orgel Wealth Management
Wisconsin
+$5.91M
4
UBS Group
UBS Group
Switzerland
+$2.72M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.66M
2
Bank of America
Bank of America
North Carolina
-$3.79M
3
CA
Cambridge Associates
Massachusetts
-$1.51M
4
MWM
Mascoma Wealth Management
New Hampshire
-$108K
5
Creative Planning
Creative Planning
Kansas
-$49.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$955K – – –
BB
27
Bell Bank
North Dakota
$881K +$878K +16,975 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$865K +$863K +16,671 New
EA
29
Elm Advisors
California
$654K – – –
WLIM
30
White Lighthouse Investment Management
Massachusetts
$528K +$216K +4,180 +70%
UCFA
31
United Capital Financial Advisors
Texas
$523K +$521K +10,073 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$450K +$448K +8,663 New
HDIM
33
Hanson & Doremus Investment Management
Vermont
$426K +$382K +7,381 +887%
AIP
34
Ameritas Investment Partners
Nebraska
$410K +$178K +3,437 +77%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$392K +$390K +7,542 New
CG
36
Colony Group
Massachusetts
$388K – – –
BAM
37
Baldrige Asset Management
Pennsylvania
$382K +$32K +618 +9%
G
38
GenTrust
Florida
$348K – – –
MAG
39
Mokosak Advisory Group
Iowa
$332K +$330K +6,382 New
SRC
40
Shufro Rose & Co
New York
$301K – – –
GAM
41
Gould Asset Management
California
$273K – – –
I
42
IberiaBank
Louisiana
$263K +$262K +5,073 New
NEPWA
43
New England Private Wealth Advisors
Massachusetts
$258K +$19.9K +384 +8%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$244K -$10.2K -198 -4%
HSA
45
HBK Sorce Advisory
Pennsylvania
$213K +$212K +4,095 New
LRIA
46
Leonard Rickey Investment Advisors
Washington
$211K +$210K +4,059 New
VFA
47
Valeo Financial Advisors
Indiana
$204K +$40.3K +779 +25%
FANJ
48
Financial Architects (New Jersey)
New Jersey
$192K +$15K +290 +8%
EI
49
Ellevest Inc
New York
$168K – – –
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$166K +$51.4K +993 +45%
1
2
3

ESGV Hedge Fund Activity: Q3 2019 in Review

73 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2019, worth a combined $334M — up 358% from $73M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ESGV positions and 3 closed out — a net gain of 20 holders — while 26 added to existing stakes and 6 trimmed.

The largest buyer was Vanguard Group, adding an estimated $232M. The largest seller was Jane Street, cutting an estimated $8.66M.

  • 73 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2019, up from 54 in Q2 2019.
  • Funds reported $334M of Vanguard ESG US Stock ETF stock for Q3 2019, up 358% quarter-over-quarter.
  • 23 funds opened new Vanguard ESG US Stock ETF positions in Q3 2019 and 3 closed out, a net change of +20 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q3 2019 was Vanguard Group, an estimated $232M added.
  • The largest Vanguard ESG US Stock ETF seller in Q3 2019 was Jane Street, an estimated $8.66M sold.

Based on aggregated 13F filings for Q3 2019.