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Vanguard ESG US Stock ETF
ESGV

167 hedge funds and large institutions have $838M invested in Vanguard ESG US Stock ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

181% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 27

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

23% more capital invested

Capital invested by funds: $680M → $838M (+$157M)

14% more funds holding

Funds holding: 147 → 167 (+20)

1.48% less ownership

Funds ownership: 43.91% → 42.43% (-1.5%)

Holders
167
Holders Change
+20
Holders Change %
+13.61%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
33
Increased
76
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$10.4M
2
KIM
Karpus Investment Management
New York
+$9.09M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$8.82M
4
Morgan Stanley
Morgan Stanley
New York
+$4.92M
5
Wells Fargo
Wells Fargo
California
+$4.75M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.47M
2
CAN
Cetera Advisor Networks
California
-$3.62M
3
SPIA
Steward Partners Investment Advisory
New York
-$2.19M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.73M
5
CA
Cambridge Associates
Massachusetts
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
76
Jane Street
New York
$717K -$4.47M -73,597 -86%
TFCP
77
Twin Focus Capital Partners
Massachusetts
$696K +$48.2K +793 +8%
AIP
78
Ameritas Investment Partners
Nebraska
$630K +$16K +263 +3%
CG
79
Colony Group
Massachusetts
$610K – – –
LRIA
80
Leonard Rickey Investment Advisors
Washington
$592K -$14.5K -238 -2%
IC
81
Intersect Capital
California
$589K +$580K +9,535 New
NA
82
Nottingham Advisors
New York
$569K – – –
MA
83
Mutual Advisors
Nebraska
$559K -$6.38K -105 -1%
HighTower Advisors
84
HighTower Advisors
Illinois
$535K +$527K +8,661 New
HTC
85
Haverford Trust Company
Pennsylvania
$530K +$126K +2,073 +32%
VAS
86
Vestmark Advisory Solutions
Massachusetts
$528K – – –
BWM
87
Brickley Wealth Management
California
$521K +$51.5K +847 +12%
BPA
88
Beacon Pointe Advisors
California
$514K +$51.1K +841 +11%
CM
89
Capital Management
Virginia
$509K +$70.4K +1,158 +16%
FT
90
Fiduciary Trust
Massachusetts
$504K – – –
BOS
91
Bingham Osborn & Scarborough
California
$490K +$482K +7,930 New
DAS
92
Dynamic Advisor Solutions
Arizona
$460K +$452K +7,435 New
MAG
93
Mokosak Advisory Group
Iowa
$454K -$22.7K -373 -5%
SWMG
94
Strategic Wealth Management Group
Maryland
$450K +$128K +2,103 +41%
LA
95
LexAurum Advisors
Kansas
$433K -$71.3K -1,173 -14%
MFGP
96
Marshall Financial Group (Pennsylvania)
Pennsylvania
$432K +$193K +3,181 +83%
TIM
97
Tortoise Investment Management
New York
$416K +$32.5K +535 +9%
AAM
98
Ameraudi Asset Management
New York
$414K – – –
G
99
GenTrust
Florida
$414K – – –
MG
100
Mather Group
Illinois
$410K +$403K +6,629 New
2 3
4
5 6

ESGV Hedge Fund Activity: Q3 2020 in Review

167 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2020, worth a combined $838M — up 23% from $680M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ESGV positions and 11 closed out — a net gain of 22 holders — while 76 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.4M. The largest seller was Jane Street, cutting an estimated $4.47M.

  • 167 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2020, up from 147 in Q2 2020.
  • Funds reported $838M of Vanguard ESG US Stock ETF stock for Q3 2020, up 23% quarter-over-quarter.
  • 33 funds opened new Vanguard ESG US Stock ETF positions in Q3 2020 and 11 closed out, a net change of +22 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q3 2020 was Ameriprise, an estimated $10.4M added.
  • The largest Vanguard ESG US Stock ETF seller in Q3 2020 was Jane Street, an estimated $4.47M sold.

Based on aggregated 13F filings for Q3 2020.