ESGV icon

Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

166 hedge funds and large institutions have $838M invested in Vanguard ESG US Stock ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
166
Holders Change
+20
Holders Change %
+13.7%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
33
Increased
76
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LB
1
Leo Brokerage
Texas
$20.4M
2
Ameriprise
2
Ameriprise
Minnesota
$21.7M
3
KIM
3
Karpus Investment Management
New York
$10.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$395M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$717K
2
CAN
2
Cetera Advisor Networks
California
$281K
3
SPIA
3
Steward Partners Investment Advisory
New York
$131K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
CA
5
Cambridge Associates
Massachusetts
$5.45M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Merriman Wealth Management
Washington
$4.2M 68,000 +38,000 +127%
SL
27
Stevard LLC
Illinois
$4.12M 66,612 +66,612 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
$4.1M 66,255 +3,663 +6%
SCA
29
Snowden Capital Advisors
New York
$4.09M 66,151 +31,193 +89%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$3.99M 64,551 -971 -1%
RWP
31
RWA Wealth Partners
Massachusetts
$3.81M 61,586 +543 +0.9%
BSWM
32
Boston Standard Wealth Management
Massachusetts
$3.54M 57,342 +1,842 +3%
GC
33
Garde Capital
Washington
$3.54M 57,296 -9,135 -14%
TA
34
Tiedemann Advisors
New York
$3.31M 53,535 +53,535 New
AAS
35
Avantax Advisory Services
Texas
$2.92M 47,265 +47,265 New
FHC
36
First Horizon Corporation
Tennessee
$2.6M 41,990 +41,990 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.54M 41,082 +6,606 +19%
PCIG
38
Partners Capital Investment Group
Massachusetts
$2.53M 40,982 -21,500 -34%
RCS
39
Retirement Capital Strategies
California
$2.52M 41,685 +22,508 +117%
Toronto Dominion Bank
40
Toronto Dominion Bank
Ontario, Canada
$2.45M 39,545 +39,545 New
WB
41
Webster Bank
Connecticut
$2.35M 37,966 – –
ANTB
42
AMG National Trust Bank
Colorado
$2.28M 36,948 +3,401 +10%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.17M 35,041 +7,301 +26%
LSAG
44
Lake Street Advisors Group
New Hampshire
$2.11M 34,094 +20,519 +151%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.03M 32,898 +9,415 +40%
CL
46
CPWM LLC
Washington
$2.02M 32,750 – –
HDIM
47
Hanson & Doremus Investment Management
Vermont
$1.88M 30,411 +9,520 +46%
BJ
48
Brouwer & Janachowski
California
$1.83M 29,638 +17,890 +152%
MWM
49
MBE Wealth Management
Wisconsin
$1.82M 32,235 – –
DADC
50
D.A. Davidson & Co
Montana
$1.81M 29,238 +12,273 +72%
1
2
3 4 5