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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

119 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.

Holders
119
Holders Change
+25
Holders Change %
+26.6%
% of All Funds
2.63%
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

1
KIM
1
Karpus Investment Management
New York
$25.2M
2
WU
2
Wealthsimple US
New York
$13.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.9M
4
Creative Planning
4
Creative Planning
Kansas
$13.4M
5
Bank of America
5
Bank of America
North Carolina
$20.2M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$40K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$1.39M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.37M
5
RCS
5
Retirement Capital Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
76
Fiduciary Trust
Massachusetts
$266K +$266K +5,802 New
ST
77
Sageworth Trust
Pennsylvania
$261K +$10.2K +222 +4%
BPA
78
Beacon Pointe Advisors
California
$254K +$254K +5,549 New
VFA
79
Valeo Financial Advisors
Indiana
$248K +$54.3K +1,100 +28%
SWMG
80
Strategic Wealth Management Group
Maryland
$237K +$237K +5,177 New
TIM
81
Tortoise Investment Management
New York
$231K +$231K +5,050 New
FANJ
82
Financial Architects (New Jersey)
New Jersey
$229K +$59.6K +1,304 +35%
NEPWA
83
New England Private Wealth Advisors
Massachusetts
$227K +$183 +4 +0.1%
WDL
84
Well Done LLC
Michigan
$219K +$219K +4,793 New
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$206K +$206K +4,507 New
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$168K +$80K +1,748 +91%
ACA
87
Atlas Capital Advisors
Wyoming
$150K – – –
CFGS
88
Concourse Financial Group Securities
Alabama
$141K +$72K +1,575 +104%
ST
89
Smithfield Trust
Pennsylvania
$139K +$45.4K +995 +49%
BFC
90
Bedel Financial Consulting
Indiana
$125K +$26.2K +573 +27%
JFA
91
JNBA Financial Advisors
Minnesota
$114K +$78.9K +1,728 +224%
AF
92
Advisornet Financial
Minnesota
$60K – – –
APW
93
Acima Private Wealth
Virginia
$59K +$59K +1,299 New
CAL
94
Capital Analysts LLC
Pennsylvania
$58K +$58K +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 +$47K +1,027 New
CIAS
98
Capital Investment Advisory Services
North Carolina
$46K – – –
AIA
99
Arcadia Investment Advisors
Idaho
$43.4K +$11.5K +251 +36%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$40K -$8.91M -201,498 -100%
2 3
4
5 6