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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 %
MWA
101
Meridian Wealth Advisors
Texas
$230K +$230K +4,073 New
MFGP
102
Marshall Financial Group (Pennsylvania)
Pennsylvania
$215K +$215K +3,811 New
CFGS
103
Concourse Financial Group Securities
Alabama
$214K +$40K +710 +23%
RA
104
RFG Advisory
Alabama
$213K +$213K +3,786 New
TL
105
TrueWealth LLC
Georgia
$211K +$211K +3,747 New
BFA
106
Bragg Financial Advisors
North Carolina
$202K +$202K +3,575 New
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$187K -$20.5K -363 -10%
ACA
108
Atlas Capital Advisors
Wyoming
$185K +$338 +6 +0.2%
ST
109
Smithfield Trust
Pennsylvania
$172K – – –
PIMG
110
Patriot Investment Management Group
Tennessee
$168K +$168K +2,975 New
BFC
111
Bedel Financial Consulting
Indiana
$154K – – –
WR
112
Watson Rebecca
$136K +$136K +2,413 New
JFA
113
JNBA Financial Advisors
Minnesota
$130K -$11K -195 -8%
PWP
114
Principle Wealth Partners
Connecticut
$129K +$129K +2,290 New
Citigroup
115
Citigroup
New York
$127K +$59.3K +1,050 +88%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$120K -$934K -16,660 -89%
PGAM
117
Princeton Global Asset Management
New Jersey
$104K +$87.2K +1,552 +517%
EI
118
Ellevest Inc
New York
$77K +$67.4K +1,188 +699%
AF
119
Advisornet Financial
Minnesota
$73K – – –
APW
120
Acima Private Wealth
Virginia
$73K – – –
CAL
121
Capital Analysts LLC
Pennsylvania
$72K +$282 +5 +0.4%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$70K +$18K +313 +35%
SWM
123
Sugarloaf Wealth Management
Georgia
$58K – – –
RIM
124
Rockbridge Investment Management
New York
$58K +$58K +1,036 New
AIA
125
Arcadia Investment Advisors
Idaho
$53.4K – – –
2 3 4
5
6