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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.

New
Increased
Maintained
Reduced
Closed
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 %
AA
101
Advisory Alpha
Michigan
$37.7K +$12.5K +252 +50%
BWA
102
BDO Wealth Advisors
Florida
$37K – – –
FCM
103
Firestone Capital Management
Florida
$30K +$30K +650 New
PP
104
Pacifica Partners
Canada
$28K +$28K +600 New
GWM
105
Geneos Wealth Management
Colorado
$27K +$44 +1 +0.2%
NSIM
106
North Star Investment Management
Illinois
$26K +$46 +1 +0.2%
NFG
107
Next Financial Group
Texas
$18K – – –
PGAM
108
Princeton Global Asset Management
New Jersey
$14K – – –
SWA
109
Stratos Wealth Advisors
Ohio
$14K +$14K +300 New
US Bancorp
110
US Bancorp
Minnesota
$13K +$13K +290 New
APA
111
American Portfolios Advisors
New York
$10.8K +$10.8K +235 New
TCM
112
TD Capital Management
Tennessee
$10K – – –
CCA
113
Column Capital Advisors
Indiana
$10K – – –
CAAS
114
Capital Asset Advisory Services
Michigan
$10K +$10K +205 New
RBC
115
Roble Belko & Company
Pennsylvania
$10K +$10K +220 New
EI
116
Ellevest Inc
New York
$8K -$78.4K -1,667 -91%
TFA
117
Toth Financial Advisory
Virginia
$4K -$13.2K -274 -77%
SFSG
118
Stearns Financial Services Group
North Carolina
$1K +$1K +32 New
MWM
119
Merriman Wealth Management
Washington
– -$7.36M -130,142 Closed
RCS
120
Retirement Capital Strategies
California
– -$1.13M -20,032 Closed
TRCT
121
Tower Research Capital (TRC)
New York
– -$677K -11,968 Closed
GAM
122
Gould Asset Management
California
– -$281K -4,970 Closed
HSA
123
HBK Sorce Advisory
Pennsylvania
– -$232K -4,095 Closed
Jane Street
124
Jane Street
New York
– -$214K -3,781 Closed
SIC
125
Samalin Investment Counsel
New York
– -$21K -380 Closed
2 3 4
5
6