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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

146 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.

Holders
146
Holders Change
+27
Holders Change %
+22.69%
% of All Funds
3%
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
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$352M
2
OWM
2
Orgel Wealth Management
Wisconsin
$15.2M
3
Ameriprise
3
Ameriprise
Minnesota
$10.2M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$8.13M
5
WS
5
Wedbush Securities
California
$7.17M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.33M
2
CA
2
Cambridge Associates
Massachusetts
$6.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.56M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.73M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$120K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$3.53M +$351K +6,224 +11%
PCIG
27
Partners Capital Investment Group
Massachusetts
$3.52M +$2.85M +50,567 +424%
RWP
28
RWA Wealth Partners
Massachusetts
$3.44M +$112K +1,994 +3%
BSWM
29
Boston Standard Wealth Management
Massachusetts
$3.13M +$153K +2,712 +5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.07M +$260K +4,609 +9%
SPIA
31
Steward Partners Investment Advisory
New York
$2.15M +$2.15M +38,098 New
WB
32
Webster Bank
Connecticut
$2.14M -$69.6K -1,234 -3%
I
33
IberiaBank
Louisiana
$1.98M +$279K +4,951 +16%
SCA
34
Snowden Capital Advisors
New York
$1.97M +$451K +7,996 +30%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.94M +$262K +4,650 +16%
ANTB
36
AMG National Trust Bank
Colorado
$1.89M +$840K +14,892 +80%
CL
37
CPWM LLC
Washington
$1.85M – – –
MWM
38
MBE Wealth Management
Wisconsin
$1.82M +$65.3K +1,158 +4%
Deutsche Bank
39
Deutsche Bank
Germany
$1.73M -$1.09M -19,300 -39%
MWM
40
Merriman Wealth Management
Washington
$1.69M +$1.69M +30,000 New
WLIM
41
White Lighthouse Investment Management
Massachusetts
$1.64M -$22.8K -405 -1%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.56M -$1.81M -32,117 -54%
KIM
43
Karpus Investment Management
New York
$1.33M -$29.8M -527,796 -96%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.33M +$299K +5,296 +29%
V
45
Veritable
Delaware
$1.25M -$84.9K -1,505 -6%
BCM
46
Barometer Capital Management
Ontario, Canada
$1.23M +$107K +1,900 +10%
HDIM
47
Hanson & Doremus Investment Management
Vermont
$1.18M +$43.8K +776 +4%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.16M -$59.1K -1,049 -5%
HHGA
49
Halbert Hargrove Global Advisors
California
$1.11M +$52.6K +933 +5%
RCS
50
Retirement Capital Strategies
California
$1.08M +$1.08M +19,177 New
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