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Vanguard ESG US Stock ETF

147 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.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

178% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 23

47% more capital invested

Capital invested by funds: $463M → $680M (+$218M)

23% more funds holding

Funds holding: 120147 (+27)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.44% less ownership

Funds ownership: 45.35%43.91% (-1.4%)

Holders
147
Holders Change
+27
Holders Change %
+22.5%
% of All Funds
3.01%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$516K +$481K +9,142 New
VAS
77
Vestmark Advisory Solutions
Massachusetts
$482K +$69.1K +1,314 +18%
GAM
78
Gemmer Asset Management
California
$472K +$87.1K +1,656 +25%
LA
79
LexAurum Advisors
Kansas
$461K +$6.78K +129 +2%
FT
80
Fiduciary Trust
Massachusetts
$459K +$123K +2,346 +40%
MAG
81
Mokosak Advisory Group
Iowa
$436K +$1.47K +28 +0.4%
BPA
82
Beacon Pointe Advisors
California
$421K +$102K +1,931 +35%
BWM
83
Brickley Wealth Management
California
$415K +$27.8K +529 +8%
CM
84
Capital Management
Virginia
$399K +$372K +7,079 New
AAM
85
Ameraudi Asset Management
New York
$378K
G
86
GenTrust
Florida
$378K
HTC
87
Haverford Trust Company
Pennsylvania
$367K +$342K +6,500 New
TIM
88
Tortoise Investment Management
New York
$349K +$60.2K +1,145 +23%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$343K +$82.9K +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 -$41.3K -785 -14%
WDL
95
Well Done LLC
Michigan
$270K
AC
96
Apella Capital
Connecticut
$264K +$246K +4,676 New
FGP
97
Foyston, Gordon, & Payne
Ontario, Canada
$245K +$229K +4,353 New
DJSG
98
D.J. St. Germain
Massachusetts
$240K +$224K +4,253 New
Truist Financial
99
Truist Financial
North Carolina
$237K +$221K +4,206 New
GAM
100
Gould Asset Management
California
$236K +$220K +4,180 New

ESGV Hedge Fund Activity: Q2 2020 in Review

147 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2020, worth a combined $680M — up 47% from $463M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ESGV positions and 5 closed out — a net gain of 27 holders — while 64 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $55.2M. The largest seller was Karpus Investment Management, cutting an estimated $27.7M.

  • 147 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2020, up from 120 in Q1 2020.
  • Funds reported $680M of Vanguard ESG US Stock ETF stock for Q2 2020, up 47% quarter-over-quarter.
  • 32 funds opened new Vanguard ESG US Stock ETF positions in Q2 2020 and 5 closed out, a net change of +27 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2020 was Vanguard Group, an estimated $55.2M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2020 was Karpus Investment Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2020.