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Vanguard ESG US Stock ETF
ESGV

73 hedge funds and large institutions have $334M invested in Vanguard ESG US Stock ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

358% more capital invested

Capital invested by funds: $73M → $334M (+$261M)

333% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 6

36.19% more ownership

Funds ownership: 17.53% → 53.72% (+36%)

35% more funds holding

Funds holding: 54 → 73 (+19)

Holders
73
Holders Change
+19
Holders Change %
+35.19%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
26
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$232M
2
DPI
Diversified Portfolios Inc
Michigan
+$7.89M
3
OWM
Orgel Wealth Management
Wisconsin
+$5.91M
4
UBS Group
UBS Group
Switzerland
+$2.72M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.66M
2
Bank of America
Bank of America
North Carolina
-$3.79M
3
CA
Cambridge Associates
Massachusetts
-$1.51M
4
MWM
Mascoma Wealth Management
New Hampshire
-$108K
5
Creative Planning
Creative Planning
Kansas
-$49.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
51
Advisor Group
Arizona
$158K +$68.1K +1,316 +76%
SFS
52
Sowell Financial Services
Arkansas
$152K +$151K +2,920 New
ST
53
Sageworth Trust
Pennsylvania
$141K +$141K +2,723 New
TRCT
54
Tower Research Capital (TRC)
New York
$138K +$53.1K +1,026 +63%
BFC
55
Bedel Financial Consulting
Indiana
$112K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$112K – – –
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$81K +$80.7K +1,559 New
AF
58
Advisornet Financial
Minnesota
$67K – – –
CIAS
59
Capital Investment Advisory Services
North Carolina
$52K +$25.9K +500 +100%
BWA
60
BDO Wealth Advisors
Florida
$42K – – –
AIA
61
Arcadia Investment Advisors
Idaho
$34.2K +$34.1K +659 New
GWM
62
Geneos Wealth Management
Colorado
$32K +$19.8K +382 +153%
NSIM
63
North Star Investment Management
Illinois
$29K +$29K +560 New
AA
64
Advisory Alpha
Michigan
$25.8K +$26.2K +506 New
ST
65
Smithfield Trust
Pennsylvania
$24K +$24.3K +470 New
PGAM
66
Princeton Global Asset Management
New Jersey
$15K +$15.5K +300 New
William Blair & Company
67
William Blair & Company
Illinois
$12K – – –
TCM
68
TD Capital Management
Tennessee
$11K +$52 +1 +0.5%
CFD
69
Creative Financial Designs
Indiana
$3K – – –
MWM
70
Mascoma Wealth Management
New Hampshire
– -$108K -2,110 Closed
DWM
71
Doyle Wealth Management
Florida
– -$34K -662 Closed
ME
72
McIlrath & Eck
Washington
– -$3K -60 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
– +$52 +1 New
Wells Fargo
74
Wells Fargo
California
– +$52 +1 New
1 2
3

ESGV Hedge Fund Activity: Q3 2019 in Review

73 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2019, worth a combined $334M — up 358% from $73M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ESGV positions and 3 closed out — a net gain of 20 holders — while 26 added to existing stakes and 6 trimmed.

The largest buyer was Vanguard Group, adding an estimated $232M. The largest seller was Jane Street, cutting an estimated $8.66M.

  • 73 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2019, up from 54 in Q2 2019.
  • Funds reported $334M of Vanguard ESG US Stock ETF stock for Q3 2019, up 358% quarter-over-quarter.
  • 23 funds opened new Vanguard ESG US Stock ETF positions in Q3 2019 and 3 closed out, a net change of +20 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q3 2019 was Vanguard Group, an estimated $232M added.
  • The largest Vanguard ESG US Stock ETF seller in Q3 2019 was Jane Street, an estimated $8.66M sold.

Based on aggregated 13F filings for Q3 2019.