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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

94 hedge funds and large institutions have $436M invested in Vanguard ESG US Stock ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+21
Holders Change %
+28.77%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
41
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$283M
2
Bank of America
2
Bank of America
North Carolina
$13.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.7M
4
SA
4
Stewardship Advisors
Pennsylvania
$5.88M
5
UBS Group
5
UBS Group
Switzerland
$8.02M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$622K
2
CA
2
Cambridge Associates
Massachusetts
$7.16M
3
Jane Street
3
Jane Street
New York
$214K
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
RCS
5
Retirement Capital Strategies
California
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$68K 1,200 +1,200 New
CIAS
77
Capital Investment Advisory Services
North Carolina
$57K 1,000 – –
LFASL
78
Lugano Financial Advisors SA (LFA)
Switzerland
$51K 900 +900 New
BWA
79
BDO Wealth Advisors
Florida
$45K 800 – –
JFA
80
JNBA Financial Advisors
Minnesota
$44K 770 +770 New
AIA
81
Arcadia Investment Advisors
Idaho
$39.4K 696 +37 +6%
GWM
82
Geneos Wealth Management
Colorado
$34K 615 -17 -3%
NSIM
83
North Star Investment Management
Illinois
$32K 563 +3 +0.5%
AA
84
Advisory Alpha
Michigan
$29.3K 508 +2 +0.4%
NFG
85
Next Financial Group
Texas
$23K 400 +400 New
SIC
86
Samalin Investment Counsel
New York
$21K 380 +380 New
TFA
87
Toth Financial Advisory
Virginia
$20K 357 +357 New
HWM
88
Howard Wealth Management
Connecticut
$16K 300 +300 New
William Blair & Company
89
William Blair & Company
Illinois
$15K 259 +30 +13%
TCM
90
TD Capital Management
Tennessee
$13K 222 +1 +0.5%
CCA
91
Column Capital Advisors
Indiana
$12K 214 +214 New
PGAM
92
Princeton Global Asset Management
New Jersey
$17 300 – –
Bessemer Group
93
Bessemer Group
New Jersey
– – -23,650 Closed
CFD
94
Creative Financial Designs
Indiana
– – -50 Closed
Wells Fargo
95
Wells Fargo
California
– – -1 Closed
Fidelity Investments
96
Fidelity Investments
Massachusetts
– – -1 Closed
BCI
97
Brinker Capital Investments
Pennsylvania
$0 1 – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$0 2 – –
1 2 3
4