We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF
ESGV

217 hedge funds and large institutions have $1.03B invested in Vanguard ESG US Stock ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 93 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 10

200% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 31

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

30% more funds holding

Funds holding: 167 → 217 (+50)

23% more capital invested

Capital invested by funds: $838M → $1.03B (+$191M)

7.28% less ownership

Funds ownership: 42.43% → 35.15% (-7.3%)

Holders
217
Holders Change
+50
Holders Change %
+29.94%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
62
Increased
93
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.4M
2
KIM
Karpus Investment Management
New York
+$13.3M
3
Creative Planning
Creative Planning
Kansas
+$8.47M
4
TAM
Trillium Asset Management
Massachusetts
+$8.23M
5
Morgan Stanley
Morgan Stanley
New York
+$7.99M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$213M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.37M
3
TA
Tiedemann Advisors
New York
-$3.31M
4
AAS
Avantax Advisory Services
Texas
-$2.92M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$7.66M +$2.05M +30,991 +40%
MWM
27
Merriman Wealth Management
Washington
$7.44M +$2.51M +38,000 +56%
FNWM
28
Financial Network Wealth Management
Utah
$6.76M +$6.36M +96,368 New
RWP
29
RWA Wealth Partners
Massachusetts
$6.06M +$1.64M +24,809 +40%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$5.84M +$1.12M +16,931 +26%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$5.81M +$2.75M +41,719 +102%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$5.31M +$737K +11,163 +17%
SCA
33
Snowden Capital Advisors
New York
$5.26M +$581K +8,802 +13%
ET
34
Equitable Trust
Tennessee
$5.19M -$310K -4,704 -6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$5.03M +$2.42M +36,667 +105%
SL
36
Stevard LLC
Illinois
$4.67M – – –
EL
37
EQ LLC
Washington
$4.67M +$4.39M +66,508 New
Osaic Holdings
38
Osaic Holdings
Arizona
$4.5M +$2.06M +31,267 +95%
LPL Financial
39
LPL Financial
California
$4.29M +$4.04M +61,141 New
BSWM
40
Boston Standard Wealth Management
Massachusetts
$4.24M +$203K +3,070 +5%
GC
41
Garde Capital
Washington
$3.86M -$152K -2,306 -4%
OL
42
Optas LLC
Texas
$3.78M +$3.56M +53,928 New
CA
43
Cambridge Associates
Massachusetts
$3.45M -$2.47M -37,406 -43%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$3.44M -$6.37M -96,468 -66%
ANTB
45
AMG National Trust Bank
Colorado
$3.38M +$743K +11,256 +30%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$3M +$1.53M +23,146 +118%
DADC
47
D.A. Davidson & Co
Montana
$2.99M +$887K +13,434 +46%
FHC
48
First Horizon Corporation
Tennessee
$2.95M – – –
RCS
49
Retirement Capital Strategies
California
$2.92M – – –
ACA
50
Affinity Capital Advisors
California
$2.81M +$2.28M +34,561 +625%
1
2
3 4 5

ESGV Hedge Fund Activity: Q4 2020 in Review

217 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2020, worth a combined $1.03B — up 23% from $838M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ESGV positions and 10 closed out — a net gain of 52 holders — while 93 added to existing stakes and 31 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 217 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2020, up from 167 in Q3 2020.
  • Funds reported $1.03B of Vanguard ESG US Stock ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 62 funds opened new Vanguard ESG US Stock ETF positions in Q4 2020 and 10 closed out, a net change of +52 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $14.4M added.
  • The largest Vanguard ESG US Stock ETF seller in Q4 2020 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2020.