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Vanguard ESG US Stock ETF
ESGV

120 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

391% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 11

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

26% more funds holding

Funds holding: 95 → 120 (+25)

6% more capital invested

Capital invested by funds: $436M → $463M (+$27M)

4.56% less ownership

Funds ownership: 49.9% → 45.35% (-4.6%)

Holders
120
Holders Change
+25
Holders Change %
+26.32%
% of All Funds
2.64%
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

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$29.3M
2
WU
Wealthsimple US
New York
+$15.8M
3
Morgan Stanley
Morgan Stanley
New York
+$14.9M
4
Creative Planning
Creative Planning
Kansas
+$12.3M
5
Bank of America
Bank of America
North Carolina
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.9M
2
MWM
Merriman Wealth Management
Washington
-$7.36M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$5.21M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.49M
5
RCS
Retirement Capital Strategies
California
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
101
Advisory Alpha
Michigan
$37.7K +$13.6K +252 +50%
BWA
102
BDO Wealth Advisors
Florida
$37K – – –
FCM
103
Firestone Capital Management
Florida
$30K +$35.1K +650 New
PP
104
Pacifica Partners
Canada
$28K +$32.4K +600 New
GWM
105
Geneos Wealth Management
Colorado
$27K +$54 +1 +0.2%
NSIM
106
North Star Investment Management
Illinois
$26K +$54 +1 +0.2%
CT
107
Caldwell Trust
Florida
$21.8K – – –
NFG
108
Next Financial Group
Texas
$18K – – –
PGAM
109
Princeton Global Asset Management
New Jersey
$14K – – –
SWA
110
Stratos Wealth Advisors
Ohio
$14K +$16.2K +300 New
US Bancorp
111
US Bancorp
Minnesota
$13K +$15.6K +290 New
APA
112
American Portfolios Advisors
New York
$10.8K +$12.7K +235 New
CCA
113
Column Capital Advisors
Indiana
$10K – – –
TCM
114
TD Capital Management
Tennessee
$10K – – –
CAAS
115
Capital Asset Advisory Services
Michigan
$10K +$11.1K +205 New
RBC
116
Roble Belko & Company
Pennsylvania
$10K +$11.9K +220 New
EI
117
Ellevest Inc
New York
$8K -$89.9K -1,667 -91%
TFA
118
Toth Financial Advisory
Virginia
$4K -$14.8K -274 -77%
SFSG
119
Stearns Financial Services Group
North Carolina
$1K +$1.73K +32 New
MWM
120
Merriman Wealth Management
Washington
– -$7.36M -130,142 Closed
RCS
121
Retirement Capital Strategies
California
– -$1.13M -20,032 Closed
TRCT
122
Tower Research Capital (TRC)
New York
– -$677K -11,968 Closed
GAM
123
Gould Asset Management
California
– -$281K -4,970 Closed
HSA
124
HBK Sorce Advisory
Pennsylvania
– -$232K -4,095 Closed
Jane Street
125
Jane Street
New York
– -$214K -3,781 Closed
2 3 4
5
6

ESGV Hedge Fund Activity: Q1 2020 in Review

120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2020, worth a combined $463M — up 6.2% from $436M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ESGV positions and 9 closed out — a net gain of 27 holders — while 54 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $29.3M. The largest seller was Bank of Montreal, cutting an estimated $10.9M.

  • 120 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2020, up from 95 in Q4 2019.
  • Funds reported $463M of Vanguard ESG US Stock ETF stock for Q1 2020, up 6.2% quarter-over-quarter.
  • 36 funds opened new Vanguard ESG US Stock ETF positions in Q1 2020 and 9 closed out, a net change of +27 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2020 was Karpus Investment Management, an estimated $29.3M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2020 was Bank of Montreal, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2020.