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Vanguard ESG US Stock ETF
ESGV

217 hedge funds and large institutions have $1.03B invested in Vanguard ESG US Stock ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 93 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 10

200% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 31

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

30% more funds holding

Funds holding: 167 → 217 (+50)

23% more capital invested

Capital invested by funds: $838M → $1.03B (+$191M)

7.28% less ownership

Funds ownership: 42.43% → 35.15% (-7.3%)

Holders
217
Holders Change
+50
Holders Change %
+29.94%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
62
Increased
93
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.4M
2
KIM
Karpus Investment Management
New York
+$13.3M
3
Creative Planning
Creative Planning
Kansas
+$8.47M
4
TAM
Trillium Asset Management
Massachusetts
+$8.23M
5
Morgan Stanley
Morgan Stanley
New York
+$7.99M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$213M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.37M
3
TA
Tiedemann Advisors
New York
-$3.31M
4
AAS
Avantax Advisory Services
Texas
-$2.92M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Toronto Dominion Bank
51
Toronto Dominion Bank
Ontario, Canada
$2.77M – – –
WB
52
Webster Bank
Connecticut
$2.66M – – –
HDIM
53
Hanson & Doremus Investment Management
Vermont
$2.52M +$362K +5,483 +18%
CCC
54
Crescent Capital Consulting
Louisiana
$2.46M +$2.31M +35,061 New
AC
55
Apella Capital
Connecticut
$2.45M +$829K +12,555 +56%
BJ
56
Brouwer & Janachowski
California
$2.43M +$330K +4,997 +17%
MG
57
Mather Group
Illinois
$2.4M +$1.82M +27,543 +415%
CL
58
CPWM LLC
Washington
$2.3M – – –
LSAG
59
Lake Street Advisors Group
New Hampshire
$2.26M -$122K -1,853 -5%
COCM
60
Charter Oak Capital Management
New Hampshire
$2.23M +$2.1M +31,808 New
ODIJL
61
One Day In July LLC
Vermont
$2.18M +$540K +8,186 +36%
LWP
62
Laurel Wealth Planning
Minnesota
$2.18M +$2.05M +31,010 New
GAM
63
Gemmer Asset Management
California
$1.97M -$49.9K -756 -3%
WLIM
64
White Lighthouse Investment Management
Massachusetts
$1.89M -$30K -454 -2%
M&T Bank
65
M&T Bank
New York
$1.82M +$1.71M +25,880 New
V
66
Veritable
Delaware
$1.77M +$202K +3,055 +14%
MWM
67
MBE Wealth Management
Wisconsin
$1.65M -$576K -8,722 -27%
LRIA
68
Leonard Rickey Investment Advisors
Washington
$1.59M +$865K +13,102 +137%
PA
69
PFG Advisors
Arizona
$1.46M +$289K +4,378 +27%
HI
70
Human Investing
Oregon
$1.42M +$1.33M +20,189 New
PWLP
71
Prio Wealth Limited Partnership
Massachusetts
$1.41M +$251K +3,800 +23%
FANJ
72
Financial Architects (New Jersey)
New Jersey
$1.36M +$336K +5,090 +36%
MPW
73
Monterey Private Wealth
California
$1.34M +$117K +1,773 +10%
DAS
74
Dynamic Advisor Solutions
Arizona
$1.28M +$714K +10,822 +146%
WT
75
Whittier Trust
California
$1.27M +$1.19M +18,064 New
1 2
3
4 5

ESGV Hedge Fund Activity: Q4 2020 in Review

217 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2020, worth a combined $1.03B — up 23% from $838M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ESGV positions and 10 closed out — a net gain of 52 holders — while 93 added to existing stakes and 31 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 217 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2020, up from 167 in Q3 2020.
  • Funds reported $1.03B of Vanguard ESG US Stock ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 62 funds opened new Vanguard ESG US Stock ETF positions in Q4 2020 and 10 closed out, a net change of +52 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $14.4M added.
  • The largest Vanguard ESG US Stock ETF seller in Q4 2020 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2020.