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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

119 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
Holders
119
Holders Change
+25
Holders Change %
+26.6%
% of All Funds
2.63%
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

1
KIM
1
Karpus Investment Management
New York
$25.2M
2
WU
2
Wealthsimple US
New York
$13.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.9M
4
Creative Planning
4
Creative Planning
Kansas
$13.4M
5
Bank of America
5
Bank of America
North Carolina
$20.2M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$40K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$1.39M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.37M
5
RCS
5
Retirement Capital Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.81M +$1.59M +35,133 +712%
WB
27
Webster Bank
Connecticut
$1.8M +$198K +4,325 +12%
CL
28
CPWM LLC
Washington
$1.5M – – –
MWM
29
MBE Wealth Management
Wisconsin
$1.42M +$442K +9,652 +45%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$1.39M -$4.43M -96,659 -76%
I
31
IberiaBank
Louisiana
$1.38M +$1.15M +25,147 +496%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.37M -$1.26M -27,591 -48%
WLIM
33
White Lighthouse Investment Management
Massachusetts
$1.35M +$672K +14,685 +99%
SCA
34
Snowden Capital Advisors
New York
$1.23M +$1.06M +23,177 +612%
DADC
35
D.A. Davidson & Co
Montana
$1.11M +$266K +5,800 +32%
V
36
Veritable
Delaware
$1.09M +$1.09M +23,735 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$986K +$483K +10,550 +96%
HDIM
38
Hanson & Doremus Investment Management
Vermont
$921K +$366K +7,992 +66%
BCM
39
Barometer Capital Management
Ontario, Canada
$911K +$911K +19,900 New
HHGA
40
Halbert Hargrove Global Advisors
California
$862K +$862K +18,819 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$861K +$763K +16,660 +779%
ANTB
42
AMG National Trust Bank
Colorado
$855K +$608K +13,263 +246%
CG
43
Caprock Group
Idaho
$834K +$834K +18,210 New
Osaic Holdings
44
Osaic Holdings
Arizona
$833K +$833K +18,187 New
BB
45
Bell Bank
North Dakota
$766K -$10.8K -237 -1%
SFO
46
Stokes Family Office
Louisiana
$733K – – –
UCFA
47
United Capital Financial Advisors
Texas
$660K +$115K +2,521 +21%
TFCP
48
Twin Focus Capital Partners
Massachusetts
$646K +$646K +14,101 New
MPW
49
Monterey Private Wealth
California
$612K +$303K +6,617 +98%
EA
50
Elm Advisors
California
$576K – – –
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