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Vanguard ESG US Stock ETF
ESGV

120 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.

New
Increased
Maintained
Reduced
Closed

391% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 11

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

26% more funds holding

Funds holding: 95 → 120 (+25)

6% more capital invested

Capital invested by funds: $436M → $463M (+$27M)

4.56% less ownership

Funds ownership: 49.9% → 45.35% (-4.6%)

Holders
120
Holders Change
+25
Holders Change %
+26.32%
% of All Funds
2.64%
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

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$29.3M
2
WU
Wealthsimple US
New York
+$15.8M
3
Morgan Stanley
Morgan Stanley
New York
+$14.9M
4
Creative Planning
Creative Planning
Kansas
+$12.3M
5
Bank of America
Bank of America
North Carolina
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.9M
2
MWM
Merriman Wealth Management
Washington
-$7.36M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$5.21M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.49M
5
RCS
Retirement Capital Strategies
California
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
FT
76
Fiduciary Trust
Massachusetts
$266K +$313K +5,802 New
ST
77
Sageworth Trust
Pennsylvania
$261K +$12K +222 +4%
BPA
78
Beacon Pointe Advisors
California
$254K +$299K +5,549 New
VFA
79
Valeo Financial Advisors
Indiana
$248K +$59.3K +1,100 +28%
SWMG
80
Strategic Wealth Management Group
Maryland
$237K +$279K +5,177 New
TIM
81
Tortoise Investment Management
New York
$231K +$272K +5,050 New
FANJ
82
Financial Architects (New Jersey)
New Jersey
$229K +$70.3K +1,304 +35%
NEPWA
83
New England Private Wealth Advisors
Massachusetts
$227K +$216 +4 +0.1%
WDL
84
Well Done LLC
Michigan
$219K +$259K +4,793 New
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$206K +$243K +4,507 New
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$168K +$94.3K +1,748 +91%
ACA
87
Atlas Capital Advisors
Wyoming
$150K – – –
CFGS
88
Concourse Financial Group Securities
Alabama
$141K +$85K +1,575 +104%
ST
89
Smithfield Trust
Pennsylvania
$139K +$53.7K +995 +49%
BFC
90
Bedel Financial Consulting
Indiana
$125K +$30.9K +573 +27%
JFA
91
JNBA Financial Advisors
Minnesota
$114K +$93.2K +1,728 +224%
AF
92
Advisornet Financial
Minnesota
$60K – – –
APW
93
Acima Private Wealth
Virginia
$59K +$70.1K +1,299 New
CAL
94
Capital Analysts LLC
Pennsylvania
$58K +$68.6K +1,272 New
Citigroup
95
Citigroup
New York
$55K – – –
LFASL
96
Lugano Financial Advisors SA (LFA)
Switzerland
$51K – – –
SWM
97
Sugarloaf Wealth Management
Georgia
$47K +$55.4K +1,027 New
CIAS
98
Capital Investment Advisory Services
North Carolina
$46K – – –
AIA
99
Arcadia Investment Advisors
Idaho
$43.4K +$13.5K +251 +36%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$40K -$10.9M -201,498 -100%
2 3
4
5 6

ESGV Hedge Fund Activity: Q1 2020 in Review

120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2020, worth a combined $463M — up 6.2% from $436M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ESGV positions and 9 closed out — a net gain of 27 holders — while 54 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $29.3M. The largest seller was Bank of Montreal, cutting an estimated $10.9M.

  • 120 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2020, up from 95 in Q4 2019.
  • Funds reported $463M of Vanguard ESG US Stock ETF stock for Q1 2020, up 6.2% quarter-over-quarter.
  • 36 funds opened new Vanguard ESG US Stock ETF positions in Q1 2020 and 9 closed out, a net change of +27 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2020 was Karpus Investment Management, an estimated $29.3M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2020 was Bank of Montreal, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2020.