ESGV icon

Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

94 hedge funds and large institutions have $436M invested in Vanguard ESG US Stock ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+21
Holders Change %
+28.77%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
41
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$283M
2
Bank of America
2
Bank of America
North Carolina
$13.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.7M
4
UBS Group
4
UBS Group
Switzerland
$8.02M
5
CA
5
Crewe Advisors
Utah
$2.81M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$622K
2
CA
2
Cambridge Associates
Massachusetts
$7.16M
3
Jane Street
3
Jane Street
New York
$214K
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
RCS
5
Retirement Capital Strategies
California
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
MBE Wealth Management
Wisconsin
$1.21M 21,425 +21,425 New
RCS
27
Retirement Capital Strategies
California
$1.13M 20,032 -4,590 -19%
DADC
28
D.A. Davidson & Co
Montana
$1.04M 18,400 – –
BB
29
Bell Bank
North Dakota
$960K 16,975 – –
SFO
30
Stokes Family Office
Louisiana
$905K 16,000 +16,000 New
WLIM
31
White Lighthouse Investment Management
Massachusetts
$837K 14,795 +4,625 +45%
EA
32
Elm Advisors
California
$712K 12,590 – –
HDIM
33
Hanson & Doremus Investment Management
Vermont
$686K 12,123 +3,910 +48%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$681K 12,039 +3,376 +39%
TRCT
35
Tower Research Capital (TRC)
New York
$677K 11,968 +9,319 +352%
PA
36
PFG Advisors
Arizona
$673K 11,782 +11,782 New
UCFA
37
United Capital Financial Advisors
Texas
$672K 11,887 +1,814 +18%
BAM
38
Baldrige Asset Management
Pennsylvania
$658K 11,634 +4,272 +58%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$622K 10,987 -75,276 -87%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$618K 10,932 +10,932 New
LRIA
41
Leonard Rickey Investment Advisors
Washington
$600K 10,613 +6,554 +161%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$589K 10,420 +5,720 +122%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$518K 9,145 +5,940 +185%
AIP
44
Ameritas Investment Partners
Nebraska
$495K 8,760 +844 +11%
KIM
45
Karpus Investment Management
New York
$470K 8,310 +8,310 New
BOPW
46
Brandywine Oak Private Wealth
Pennsylvania
$444K 7,849 +7,849 New
CG
47
Colony Group
Massachusetts
$422K 7,465 – –
MPW
48
Monterey Private Wealth
California
$381K 6,740 +6,740 New
G
49
GenTrust
Florida
$379K 6,700 – –
AAM
50
Ameraudi Asset Management
New York
$379K 6,700 +6,700 New
1
2
3 4