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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
Citigroup
76
Citigroup
New York
$68K +$64.8K +1,200 New
CIAS
77
Capital Investment Advisory Services
North Carolina
$57K – – –
LFASL
78
Lugano Financial Advisors SA (LFA)
Switzerland
$51K +$48.6K +900 New
BWA
79
BDO Wealth Advisors
Florida
$45K – – –
JFA
80
JNBA Financial Advisors
Minnesota
$44K +$41.6K +770 New
AIA
81
Arcadia Investment Advisors
Idaho
$39.4K +$2K +37 +6%
GWM
82
Geneos Wealth Management
Colorado
$34K -$918 -17 -3%
NSIM
83
North Star Investment Management
Illinois
$32K +$162 +3 +0.5%
AA
84
Advisory Alpha
Michigan
$29.3K +$108 +2 +0.4%
CT
85
Caldwell Trust
Florida
$26.9K +$25.7K +475 New
NFG
86
Next Financial Group
Texas
$23K +$21.6K +400 New
SIC
87
Samalin Investment Counsel
New York
$21K +$20.5K +380 New
TFA
88
Toth Financial Advisory
Virginia
$20K +$19.3K +357 New
HWM
89
Howard Wealth Management
Connecticut
$16K +$16.2K +300 New
William Blair & Company
90
William Blair & Company
Illinois
$15K +$1.62K +30 +13%
TCM
91
TD Capital Management
Tennessee
$13K +$54 +1 +0.5%
CCA
92
Column Capital Advisors
Indiana
$12K +$11.6K +214 New
PGAM
93
Princeton Global Asset Management
New Jersey
$17 – – –
Bessemer Group
94
Bessemer Group
New Jersey
– -$1.23M -23,650 Closed
CFD
95
Creative Financial Designs
Indiana
– -$2.7K -50 Closed
Wells Fargo
96
Wells Fargo
California
– -$54 -1 Closed
1 2 3
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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.