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Vanguard ESG US Stock ETF
ESGV

95 hedge funds and large institutions have $436M invested in Vanguard ESG US Stock ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

413% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 8

30% more capital invested

Capital invested by funds: $334M → $436M (+$101M)

30% more funds holding

Funds holding: 73 → 95 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.82% less ownership

Funds ownership: 53.72% → 49.9% (-3.8%)

Holders
95
Holders Change
+22
Holders Change %
+30.14%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
41
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$26.8M
2
Bank of America
Bank of America
North Carolina
+$10.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.57M
4
UBS Group
UBS Group
Switzerland
+$4.22M
5
CA
Crewe Advisors
Utah
+$2.68M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.07M
2
CA
Cambridge Associates
Massachusetts
-$2.94M
3
Jane Street
Jane Street
New York
-$2.09M
4
Bessemer Group
Bessemer Group
New Jersey
-$1.23M
5
RCS
Retirement Capital Strategies
California
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
51
Raymond James & Associates
Florida
$361K +$345K +6,383 New
MAG
52
Mokosak Advisory Group
Iowa
$346K -$14.8K -274 -4%
SRC
53
Shufro Rose & Co
New York
$328K – – –
SFS
54
Sowell Financial Services
Arkansas
$312K +$141K +2,604 +89%
ST
55
Sageworth Trust
Pennsylvania
$310K +$149K +2,752 +101%
ANTB
56
AMG National Trust Bank
Colorado
$305K +$291K +5,392 New
I
57
IberiaBank
Louisiana
$287K – – –
GAM
58
Gould Asset Management
California
$281K -$15.7K -290 -6%
NEPWA
59
New England Private Wealth Advisors
Massachusetts
$280K +$216 +4 +0.1%
Ameriprise
60
Ameriprise
Minnesota
$279K +$267K +4,936 New
AG
61
Advisor Group
Arizona
$258K +$81.2K +1,504 +49%
BJ
62
Brouwer & Janachowski
California
$235K +$224K +4,148 New
HSA
63
HBK Sorce Advisory
Pennsylvania
$232K – – –
VFA
64
Valeo Financial Advisors
Indiana
$222K – – –
SCA
65
Snowden Capital Advisors
New York
$214K +$204K +3,785 New
Jane Street
66
Jane Street
New York
$214K -$2.09M -38,653 -91%
FANJ
67
Financial Architects (New Jersey)
New Jersey
$209K – – –
ACA
68
Atlas Capital Advisors
Wyoming
$185K +$177K +3,271 New
BFC
69
Bedel Financial Consulting
Indiana
$122K – – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$122K – – –
ST
71
Smithfield Trust
Pennsylvania
$116K +$85.3K +1,579 +336%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$109K +$19.7K +364 +23%
EI
73
Ellevest Inc
New York
$104K -$75.9K -1,406 -43%
CFGS
74
Concourse Financial Group Securities
Alabama
$85K +$81.6K +1,510 New
AF
75
Advisornet Financial
Minnesota
$74K – – –
1 2
3
4

ESGV Hedge Fund Activity: Q4 2019 in Review

95 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2019, worth a combined $436M — up 30% from $334M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ESGV positions and 4 closed out — a net gain of 22 holders — while 41 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $26.8M. The largest seller was Susquehanna International Group, cutting an estimated $4.07M.

  • 95 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2019, up from 73 in Q3 2019.
  • Funds reported $436M of Vanguard ESG US Stock ETF stock for Q4 2019, up 30% quarter-over-quarter.
  • 26 funds opened new Vanguard ESG US Stock ETF positions in Q4 2019 and 4 closed out, a net change of +22 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q4 2019 was Vanguard Group, an estimated $26.8M added.
  • The largest Vanguard ESG US Stock ETF seller in Q4 2019 was Susquehanna International Group, an estimated $4.07M sold.

Based on aggregated 13F filings for Q4 2019.