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Vanguard ESG US Stock ETF
ESGV

95 hedge funds and large institutions have $436M invested in Vanguard ESG US Stock ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

413% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 8

30% more capital invested

Capital invested by funds: $334M → $436M (+$101M)

30% more funds holding

Funds holding: 73 → 95 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.82% less ownership

Funds ownership: 53.72% → 49.9% (-3.8%)

Holders
95
Holders Change
+22
Holders Change %
+30.14%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
41
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$26.8M
2
Bank of America
Bank of America
North Carolina
+$10.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.57M
4
UBS Group
UBS Group
Switzerland
+$4.22M
5
CA
Crewe Advisors
Utah
+$2.68M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.07M
2
CA
Cambridge Associates
Massachusetts
-$2.94M
3
Jane Street
Jane Street
New York
-$2.09M
4
Bessemer Group
Bessemer Group
New Jersey
-$1.23M
5
RCS
Retirement Capital Strategies
California
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
MBE Wealth Management
Wisconsin
$1.21M +$1.16M +21,425 New
RCS
27
Retirement Capital Strategies
California
$1.13M -$248K -4,590 -19%
DADC
28
D.A. Davidson & Co
Montana
$1.04M – – –
BB
29
Bell Bank
North Dakota
$960K – – –
SFO
30
Stokes Family Office
Louisiana
$905K +$864K +16,000 New
WLIM
31
White Lighthouse Investment Management
Massachusetts
$837K +$250K +4,625 +45%
EA
32
Elm Advisors
California
$712K – – –
HDIM
33
Hanson & Doremus Investment Management
Vermont
$686K +$211K +3,910 +48%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$681K +$182K +3,376 +39%
TRCT
35
Tower Research Capital (TRC)
New York
$677K +$503K +9,319 +352%
PA
36
PFG Advisors
Arizona
$673K +$636K +11,782 New
UCFA
37
United Capital Financial Advisors
Texas
$672K +$98K +1,814 +18%
BAM
38
Baldrige Asset Management
Pennsylvania
$658K +$231K +4,272 +58%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$622K -$4.07M -75,276 -87%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$618K +$590K +10,932 New
LRIA
41
Leonard Rickey Investment Advisors
Washington
$600K +$354K +6,554 +161%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$589K +$309K +5,720 +122%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$518K +$321K +5,940 +185%
AIP
44
Ameritas Investment Partners
Nebraska
$495K +$45.6K +844 +11%
KIM
45
Karpus Investment Management
New York
$470K +$449K +8,310 New
BOPW
46
Brandywine Oak Private Wealth
Pennsylvania
$444K +$424K +7,849 New
CG
47
Colony Group
Massachusetts
$422K – – –
MPW
48
Monterey Private Wealth
California
$381K +$364K +6,740 New
G
49
GenTrust
Florida
$379K – – –
AAM
50
Ameraudi Asset Management
New York
$379K +$362K +6,700 New
1
2
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ESGV Hedge Fund Activity: Q4 2019 in Review

95 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2019, worth a combined $436M — up 30% from $334M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ESGV positions and 4 closed out — a net gain of 22 holders — while 41 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $26.8M. The largest seller was Susquehanna International Group, cutting an estimated $4.07M.

  • 95 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2019, up from 73 in Q3 2019.
  • Funds reported $436M of Vanguard ESG US Stock ETF stock for Q4 2019, up 30% quarter-over-quarter.
  • 26 funds opened new Vanguard ESG US Stock ETF positions in Q4 2019 and 4 closed out, a net change of +22 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q4 2019 was Vanguard Group, an estimated $26.8M added.
  • The largest Vanguard ESG US Stock ETF seller in Q4 2019 was Susquehanna International Group, an estimated $4.07M sold.

Based on aggregated 13F filings for Q4 2019.