We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF

147 hedge funds and large institutions have $680M invested in Vanguard ESG US Stock ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

178% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 23

47% more capital invested

Capital invested by funds: $463M → $680M (+$218M)

23% more funds holding

Funds holding: 120147 (+27)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.44% less ownership

Funds ownership: 45.35%43.91% (-1.4%)

Holders
147
Holders Change
+27
Holders Change %
+22.5%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
32
Increased
64
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$1.07M +$548K +10,428 +121%
MPW
52
Monterey Private Wealth
California
$972K +$204K +3,878 +29%
DADC
53
D.A. Davidson & Co
Montana
$957K -$380K -7,235 -30%
BB
54
Bell Bank
North Dakota
$944K
PWLP
55
Prio Wealth Limited Partnership
Massachusetts
$916K +$421K +8,000 +97%
UCFA
56
United Capital Financial Advisors
Texas
$911K +$92.3K +1,756 +12%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$790K +$112K +2,127 +18%
SFO
58
Stokes Family Office
Louisiana
$789K -$105K -2,000 -13%
ODIJL
59
One Day In July LLC
Vermont
$779K +$184K +3,509 +34%
BOPW
60
Brandywine Oak Private Wealth
Pennsylvania
$772K +$146K +2,773 +26%
LSAG
61
Lake Street Advisors Group
New Hampshire
$766K +$115K +2,178 +19%
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$764K +$712K +13,548 New
EA
63
Elm Advisors
California
$681K -$26.6K -505 -4%
CGL
64
Clarius Group LLC
Washington
$675K +$629K +11,973 New
BJ
65
Brouwer & Janachowski
California
$662K +$110K +2,100 +22%
William Blair & Company
66
William Blair & Company
Illinois
$655K
BAM
67
Baldrige Asset Management
Pennsylvania
$645K +$30.9K +588 +5%
PA
68
PFG Advisors
Arizona
$636K -$20.5K -390 -3%
FANJ
69
Financial Architects (New Jersey)
New Jersey
$635K +$328K +6,248 +125%
RJA
70
Raymond James & Associates
Florida
$622K -$8.94K -170 -2%
Citadel Advisors
71
Citadel Advisors
Florida
$611K +$570K +10,834 New
TFCP
72
Twin Focus Capital Partners
Massachusetts
$591K -$191K -3,628 -26%
AIP
73
Ameritas Investment Partners
Nebraska
$560K +$13.3K +253 +3%
CG
74
Colony Group
Massachusetts
$557K +$45.6K +867 +10%
LRIA
75
Leonard Rickey Investment Advisors
Washington
$553K -$45.5K -866 -8%

ESGV Hedge Fund Activity: Q2 2020 in Review

147 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2020, worth a combined $680M — up 47% from $463M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ESGV positions and 5 closed out — a net gain of 27 holders — while 64 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $55.2M. The largest seller was Karpus Investment Management, cutting an estimated $27.7M.

  • 147 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2020, up from 120 in Q1 2020.
  • Funds reported $680M of Vanguard ESG US Stock ETF stock for Q2 2020, up 47% quarter-over-quarter.
  • 32 funds opened new Vanguard ESG US Stock ETF positions in Q2 2020 and 5 closed out, a net change of +27 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2020 was Vanguard Group, an estimated $55.2M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2020 was Karpus Investment Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2020.