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Vanguard ESG US Stock ETF
ESGV

167 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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

181% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 27

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

23% more capital invested

Capital invested by funds: $680M → $838M (+$157M)

14% more funds holding

Funds holding: 147 → 167 (+20)

1.48% less ownership

Funds ownership: 43.91% → 42.43% (-1.5%)

Holders
167
Holders Change
+20
Holders Change %
+13.61%
% of All Funds
3.37%
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

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$10.4M
2
KIM
Karpus Investment Management
New York
+$9.09M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$8.82M
4
Morgan Stanley
Morgan Stanley
New York
+$4.92M
5
Wells Fargo
Wells Fargo
California
+$4.75M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.47M
2
CAN
Cetera Advisor Networks
California
-$3.62M
3
SPIA
Steward Partners Investment Advisory
New York
-$2.19M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.73M
5
CA
Cambridge Associates
Massachusetts
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Merriman Wealth Management
Washington
$4.2M +$2.31M +38,000 +127%
SL
27
Stevard LLC
Illinois
$4.12M +$4.05M +66,612 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
$4.09M +$223K +3,663 +6%
SCA
29
Snowden Capital Advisors
New York
$4.09M +$1.9M +31,193 +89%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$3.99M -$59K -971 -1%
RWP
31
RWA Wealth Partners
Massachusetts
$3.81M +$33K +543 +0.9%
BSWM
32
Boston Standard Wealth Management
Massachusetts
$3.54M +$112K +1,842 +3%
GC
33
Garde Capital
Washington
$3.54M -$555K -9,135 -14%
TA
34
Tiedemann Advisors
New York
$3.31M +$3.25M +53,535 New
AAS
35
Avantax Advisory Services
Texas
$2.92M +$2.87M +47,265 New
FHC
36
First Horizon Corporation
Tennessee
$2.6M +$2.55M +41,990 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.54M +$402K +6,606 +19%
PCIG
38
Partners Capital Investment Group
Massachusetts
$2.53M -$1.31M -21,500 -34%
RCS
39
Retirement Capital Strategies
California
$2.52M +$1.37M +22,508 +117%
Toronto Dominion Bank
40
Toronto Dominion Bank
Ontario, Canada
$2.45M +$2.4M +39,545 New
WB
41
Webster Bank
Connecticut
$2.35M – – –
ANTB
42
AMG National Trust Bank
Colorado
$2.28M +$207K +3,401 +10%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.17M +$444K +7,301 +26%
LSAG
44
Lake Street Advisors Group
New Hampshire
$2.11M +$1.25M +20,519 +151%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.03M +$572K +9,415 +40%
CL
46
CPWM LLC
Washington
$2.02M – – –
HDIM
47
Hanson & Doremus Investment Management
Vermont
$1.88M +$579K +9,520 +46%
BJ
48
Brouwer & Janachowski
California
$1.83M +$1.09M +17,890 +152%
MWM
49
MBE Wealth Management
Wisconsin
$1.82M – – –
DADC
50
D.A. Davidson & Co
Montana
$1.81M +$746K +12,273 +72%
1
2
3 4 5

ESGV Hedge Fund Activity: Q3 2020 in Review

167 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2020, worth a combined $838M — up 23% from $680M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ESGV positions and 11 closed out — a net gain of 22 holders — while 76 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.4M. The largest seller was Jane Street, cutting an estimated $4.47M.

  • 167 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2020, up from 147 in Q2 2020.
  • Funds reported $838M of Vanguard ESG US Stock ETF stock for Q3 2020, up 23% quarter-over-quarter.
  • 33 funds opened new Vanguard ESG US Stock ETF positions in Q3 2020 and 11 closed out, a net change of +22 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q3 2020 was Ameriprise, an estimated $10.4M added.
  • The largest Vanguard ESG US Stock ETF seller in Q3 2020 was Jane Street, an estimated $4.47M sold.

Based on aggregated 13F filings for Q3 2020.