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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

146 hedge funds and large institutions have $680M invested in Vanguard ESG US Stock ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
146
Holders Change
+27
Holders Change %
+22.69%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
32
Increased
64
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$352M
2
OWM
2
Orgel Wealth Management
Wisconsin
$15.2M
3
Ameriprise
3
Ameriprise
Minnesota
$10.2M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$8.13M
5
WS
5
Wedbush Securities
California
$7.17M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.33M
2
CA
2
Cambridge Associates
Massachusetts
$6.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.56M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.73M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$120K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
Mutual Advisors
Nebraska
$516K +$516K +9,142 New
VAS
77
Vestmark Advisory Solutions
Massachusetts
$482K +$74.1K +1,314 +18%
GAM
78
Gemmer Asset Management
California
$472K +$93.5K +1,656 +25%
LA
79
LexAurum Advisors
Kansas
$461K +$7.27K +129 +2%
FT
80
Fiduciary Trust
Massachusetts
$459K +$132K +2,346 +40%
MAG
81
Mokosak Advisory Group
Iowa
$436K +$1.58K +28 +0.4%
BPA
82
Beacon Pointe Advisors
California
$421K +$109K +1,931 +35%
BWM
83
Brickley Wealth Management
California
$415K +$29.9K +529 +8%
CM
84
Capital Management
Virginia
$399K +$399K +7,079 New
G
85
GenTrust
Florida
$378K – – –
AAM
86
Ameraudi Asset Management
New York
$378K – – –
HTC
87
Haverford Trust Company
Pennsylvania
$367K +$367K +6,500 New
TIM
88
Tortoise Investment Management
New York
$349K +$64.5K +1,145 +23%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$343K +$88.9K +1,576 +35%
SRC
90
Shufro Rose & Co
New York
$327K – – –
SWMG
91
Strategic Wealth Management Group
Maryland
$292K – – –
VFA
92
Valeo Financial Advisors
Indiana
$283K – – –
NEPWA
93
New England Private Wealth Advisors
Massachusetts
$279K – – –
ST
94
Sageworth Trust
Pennsylvania
$277K -$44.3K -785 -14%
WDL
95
Well Done LLC
Michigan
$270K – – –
AC
96
Apella Capital
Connecticut
$264K +$264K +4,676 New
FGP
97
Foyston, Gordon, & Payne
Ontario, Canada
$245K +$245K +4,353 New
DJSG
98
D.J. St. Germain
Massachusetts
$240K +$240K +4,253 New
Truist Financial
99
Truist Financial
North Carolina
$237K +$237K +4,206 New
GAM
100
Gould Asset Management
California
$236K +$236K +4,180 New
2 3
4
5 6