We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF
ESGV

120 hedge funds and large institutions have $463M invested in Vanguard ESG US Stock ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 11

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

26% more funds holding

Funds holding: 95 → 120 (+25)

6% more capital invested

Capital invested by funds: $436M → $463M (+$27M)

4.56% less ownership

Funds ownership: 49.9% → 45.35% (-4.6%)

Holders
120
Holders Change
+25
Holders Change %
+26.32%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
36
Increased
54
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$29.3M
2
WU
Wealthsimple US
New York
+$15.8M
3
Morgan Stanley
Morgan Stanley
New York
+$14.9M
4
Creative Planning
Creative Planning
Kansas
+$12.3M
5
Bank of America
Bank of America
North Carolina
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.9M
2
MWM
Merriman Wealth Management
Washington
-$7.36M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$5.21M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.49M
5
RCS
Retirement Capital Strategies
California
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.81M +$1.9M +35,133 +712%
WB
27
Webster Bank
Connecticut
$1.79M +$233K +4,325 +12%
CL
28
CPWM LLC
Washington
$1.5M – – –
MWM
29
MBE Wealth Management
Wisconsin
$1.42M +$521K +9,652 +45%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$1.39M -$5.21M -96,659 -76%
I
31
IberiaBank
Louisiana
$1.38M +$1.36M +25,147 +496%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.36M -$1.49M -27,591 -48%
WLIM
33
White Lighthouse Investment Management
Massachusetts
$1.35M +$792K +14,685 +99%
SCA
34
Snowden Capital Advisors
New York
$1.23M +$1.25M +23,177 +612%
DADC
35
D.A. Davidson & Co
Montana
$1.11M +$313K +5,800 +32%
V
36
Veritable
Delaware
$1.09M +$1.28M +23,735 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$986K +$569K +10,550 +96%
HDIM
38
Hanson & Doremus Investment Management
Vermont
$921K +$431K +7,992 +66%
BCM
39
Barometer Capital Management
Ontario, Canada
$911K +$1.07M +19,900 New
HHGA
40
Halbert Hargrove Global Advisors
California
$862K +$1.02M +18,819 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$861K +$899K +16,660 +779%
ANTB
42
AMG National Trust Bank
Colorado
$855K +$715K +13,263 +246%
CG
43
Caprock Group
Idaho
$834K +$982K +18,210 New
Osaic Holdings
44
Osaic Holdings
Arizona
$833K +$981K +18,187 New
BB
45
Bell Bank
North Dakota
$766K -$12.8K -237 -1%
SFO
46
Stokes Family Office
Louisiana
$733K – – –
UCFA
47
United Capital Financial Advisors
Texas
$660K +$136K +2,521 +21%
TFCP
48
Twin Focus Capital Partners
Massachusetts
$646K +$761K +14,101 New
MPW
49
Monterey Private Wealth
California
$612K +$357K +6,617 +98%
EA
50
Elm Advisors
California
$576K – – –
1
2
3 4 5

ESGV Hedge Fund Activity: Q1 2020 in Review

120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2020, worth a combined $463M — up 6.2% from $436M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ESGV positions and 9 closed out — a net gain of 27 holders — while 54 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $29.3M. The largest seller was Bank of Montreal, cutting an estimated $10.9M.

  • 120 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2020, up from 95 in Q4 2019.
  • Funds reported $463M of Vanguard ESG US Stock ETF stock for Q1 2020, up 6.2% quarter-over-quarter.
  • 36 funds opened new Vanguard ESG US Stock ETF positions in Q1 2020 and 9 closed out, a net change of +27 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2020 was Karpus Investment Management, an estimated $29.3M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2020 was Bank of Montreal, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2020.