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Vanguard ESG US Stock ETF

147 hedge funds and large institutions have $680M invested in Vanguard ESG US Stock ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

178% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 23

47% more capital invested

Capital invested by funds: $463M → $680M (+$218M)

23% more funds holding

Funds holding: 120147 (+27)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.44% less ownership

Funds ownership: 45.35%43.91% (-1.4%)

Holders
147
Holders Change
+27
Holders Change %
+22.5%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
32
Increased
64
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$3.53M +$327K +6,224 +11%
PCIG
27
Partners Capital Investment Group
Massachusetts
$3.52M +$2.66M +50,567 +424%
RWP
28
RWA Wealth Partners
Massachusetts
$3.44M +$105K +1,994 +3%
BSWM
29
Boston Standard Wealth Management
Massachusetts
$3.13M +$143K +2,712 +5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.07M +$242K +4,609 +9%
SPIA
31
Steward Partners Investment Advisory
New York
$2.15M +$2M +38,098 New
WB
32
Webster Bank
Connecticut
$2.14M -$64.9K -1,234 -3%
I
33
IberiaBank
Louisiana
$1.98M +$260K +4,951 +16%
SCA
34
Snowden Capital Advisors
New York
$1.97M +$420K +7,996 +30%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.94M +$244K +4,650 +16%
ANTB
36
AMG National Trust Bank
Colorado
$1.89M +$783K +14,892 +80%
CL
37
CPWM LLC
Washington
$1.85M
MWM
38
MBE Wealth Management
Wisconsin
$1.82M +$60.9K +1,158 +4%
Deutsche Bank
39
Deutsche Bank
Germany
$1.73M -$1.01M -19,300 -39%
MWM
40
Merriman Wealth Management
Washington
$1.69M +$1.58M +30,000 New
WLIM
41
White Lighthouse Investment Management
Massachusetts
$1.64M -$21.3K -405 -1%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.56M -$1.69M -32,117 -54%
KIM
43
Karpus Investment Management
New York
$1.33M -$27.7M -527,796 -96%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.32M +$278K +5,296 +29%
V
45
Veritable
Delaware
$1.25M -$79.1K -1,505 -6%
BCM
46
Barometer Capital Management
Ontario, Canada
$1.23M +$99.9K +1,900 +10%
HDIM
47
Hanson & Doremus Investment Management
Vermont
$1.18M +$40.8K +776 +4%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.16M -$55.1K -1,049 -5%
HHGA
49
Halbert Hargrove Global Advisors
California
$1.11M +$49.1K +933 +5%
RCS
50
Retirement Capital Strategies
California
$1.08M +$1.01M +19,177 New

ESGV Hedge Fund Activity: Q2 2020 in Review

147 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2020, worth a combined $680M — up 47% from $463M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ESGV positions and 5 closed out — a net gain of 27 holders — while 64 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $55.2M. The largest seller was Karpus Investment Management, cutting an estimated $27.7M.

  • 147 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2020, up from 120 in Q1 2020.
  • Funds reported $680M of Vanguard ESG US Stock ETF stock for Q2 2020, up 47% quarter-over-quarter.
  • 32 funds opened new Vanguard ESG US Stock ETF positions in Q2 2020 and 5 closed out, a net change of +27 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2020 was Vanguard Group, an estimated $55.2M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2020 was Karpus Investment Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2020.