We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF
ESGV

120 hedge funds and large institutions have $463M invested in Vanguard ESG US Stock ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 11

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

26% more funds holding

Funds holding: 95 → 120 (+25)

6% more capital invested

Capital invested by funds: $436M → $463M (+$27M)

4.56% less ownership

Funds ownership: 49.9% → 45.35% (-4.6%)

Holders
120
Holders Change
+25
Holders Change %
+26.32%
% of All Funds
2.64%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
36
Increased
54
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$29.3M
2
WU
Wealthsimple US
New York
+$15.8M
3
Morgan Stanley
Morgan Stanley
New York
+$14.9M
4
Creative Planning
Creative Planning
Kansas
+$12.3M
5
Bank of America
Bank of America
North Carolina
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.9M
2
MWM
Merriman Wealth Management
Washington
-$7.36M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$5.21M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.49M
5
RCS
Retirement Capital Strategies
California
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
PFG Advisors
Arizona
$567K -$25.3K -469 -4%
PCIG
52
Partners Capital Investment Group
Massachusetts
$546K +$643K +11,915 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$544K -$8.63K -160 -1%
William Blair & Company
54
William Blair & Company
Illinois
$532K +$613K +11,355 +4,384%
LSAG
55
Lake Street Advisors Group
New Hampshire
$522K +$615K +11,397 New
RJA
56
Raymond James & Associates
Florida
$513K +$260K +4,818 +75%
BAM
57
Baldrige Asset Management
Pennsylvania
$496K -$42.7K -792 -7%
LRIA
58
Leonard Rickey Investment Advisors
Washington
$489K +$3.29K +61 +0.6%
BOPW
59
Brandywine Oak Private Wealth
Pennsylvania
$485K +$149K +2,753 +35%
ODIJL
60
One Day In July LLC
Vermont
$472K +$556K +10,305 New
AIP
61
Ameritas Investment Partners
Nebraska
$443K +$50.3K +932 +11%
BJ
62
Brouwer & Janachowski
California
$442K +$297K +5,500 +133%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$437K -$74.9K -1,388 -13%
NA
64
Nottingham Advisors
New York
$421K +$496K +9,200 New
CG
65
Colony Group
Massachusetts
$412K +$83K +1,539 +21%
SFS
66
Sowell Financial Services
Arkansas
$394K +$166K +3,071 +56%
PWLP
67
Prio Wealth Limited Partnership
Massachusetts
$378K +$445K +8,250 New
LA
68
LexAurum Advisors
Kansas
$369K +$434K +8,048 New
MAG
69
Mokosak Advisory Group
Iowa
$352K +$85.7K +1,589 +26%
VAS
70
Vestmark Advisory Solutions
Massachusetts
$331K +$390K +7,235 New
BWM
71
Brickley Wealth Management
California
$313K +$368K +6,825 New
AAM
72
Ameraudi Asset Management
New York
$307K – – –
GAM
73
Gemmer Asset Management
California
$307K +$362K +6,706 New
G
74
GenTrust
Florida
$307K – – –
SRC
75
Shufro Rose & Co
New York
$266K – – –
1 2
3
4 5

ESGV Hedge Fund Activity: Q1 2020 in Review

120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2020, worth a combined $463M — up 6.2% from $436M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ESGV positions and 9 closed out — a net gain of 27 holders — while 54 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $29.3M. The largest seller was Bank of Montreal, cutting an estimated $10.9M.

  • 120 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2020, up from 95 in Q4 2019.
  • Funds reported $463M of Vanguard ESG US Stock ETF stock for Q1 2020, up 6.2% quarter-over-quarter.
  • 36 funds opened new Vanguard ESG US Stock ETF positions in Q1 2020 and 9 closed out, a net change of +27 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2020 was Karpus Investment Management, an estimated $29.3M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2020 was Bank of Montreal, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2020.