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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

119 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.

Holders
119
Holders Change
+25
Holders Change %
+26.6%
% of All Funds
2.63%
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

1
KIM
1
Karpus Investment Management
New York
$25.2M
2
WU
2
Wealthsimple US
New York
$13.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.9M
4
Creative Planning
4
Creative Planning
Kansas
$13.4M
5
Bank of America
5
Bank of America
North Carolina
$20.2M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$40K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$1.39M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.37M
5
RCS
5
Retirement Capital Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
PFG Advisors
Arizona
$567K -$23.5K -469 -4%
PCIG
52
Partners Capital Investment Group
Massachusetts
$546K +$546K +11,915 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$544K -$7.33K -160 -1%
William Blair & Company
54
William Blair & Company
Illinois
$532K +$520K +11,355 +4,384%
LSAG
55
Lake Street Advisors Group
New Hampshire
$522K +$522K +11,397 New
RJA
56
Raymond James & Associates
Florida
$513K +$221K +4,818 +75%
BAM
57
Baldrige Asset Management
Pennsylvania
$496K -$36.2K -792 -7%
LRIA
58
Leonard Rickey Investment Advisors
Washington
$489K +$2.8K +61 +0.6%
BOPW
59
Brandywine Oak Private Wealth
Pennsylvania
$485K +$126K +2,753 +35%
ODIJL
60
One Day In July LLC
Vermont
$472K +$472K +10,305 New
AIP
61
Ameritas Investment Partners
Nebraska
$443K +$42.6K +932 +11%
BJ
62
Brouwer & Janachowski
California
$442K +$252K +5,500 +133%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$437K -$63.6K -1,388 -13%
NA
64
Nottingham Advisors
New York
$421K +$421K +9,200 New
CG
65
Colony Group
Massachusetts
$412K +$70.4K +1,539 +21%
SFS
66
Sowell Financial Services
Arkansas
$394K +$141K +3,071 +56%
PWLP
67
Prio Wealth Limited Partnership
Massachusetts
$378K +$378K +8,250 New
LA
68
LexAurum Advisors
Kansas
$369K +$369K +8,048 New
MAG
69
Mokosak Advisory Group
Iowa
$352K +$72.7K +1,589 +26%
VAS
70
Vestmark Advisory Solutions
Massachusetts
$331K +$331K +7,235 New
BWM
71
Brickley Wealth Management
California
$313K +$313K +6,825 New
AAM
72
Ameraudi Asset Management
New York
$307K – – –
GAM
73
Gemmer Asset Management
California
$307K +$307K +6,706 New
G
74
GenTrust
Florida
$307K – – –
SRC
75
Shufro Rose & Co
New York
$266K – – –
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3
4 5