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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
MWA
101
Meridian Wealth Advisors
Texas
$230K +$214K +4,073 New
MFGP
102
Marshall Financial Group (Pennsylvania)
Pennsylvania
$215K +$200K +3,811 New
CFGS
103
Concourse Financial Group Securities
Alabama
$214K +$37.3K +710 +23%
RA
104
RFG Advisory
Alabama
$213K +$199K +3,786 New
TL
105
TrueWealth LLC
Georgia
$211K +$197K +3,747 New
BFA
106
Bragg Financial Advisors
North Carolina
$202K +$188K +3,575 New
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$187K -$19.1K -363 -10%
ACA
108
Atlas Capital Advisors
Wyoming
$185K +$315 +6 +0.2%
ST
109
Smithfield Trust
Pennsylvania
$172K
PIMG
110
Patriot Investment Management Group
Tennessee
$168K +$156K +2,975 New
BFC
111
Bedel Financial Consulting
Indiana
$154K
WR
112
Watson Rebecca
$136K +$127K +2,413 New
JFA
113
JNBA Financial Advisors
Minnesota
$130K -$10.3K -195 -8%
PWP
114
Principle Wealth Partners
Connecticut
$129K +$120K +2,290 New
Citigroup
115
Citigroup
New York
$127K +$55.2K +1,050 +88%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$120K -$876K -16,660 -89%
PGAM
117
Princeton Global Asset Management
New Jersey
$104K +$81.6K +1,552 +517%
EI
118
Ellevest Inc
New York
$77K +$62.5K +1,188 +699%
APW
119
Acima Private Wealth
Virginia
$73K
AF
120
Advisornet Financial
Minnesota
$73K
CAL
121
Capital Analysts LLC
Pennsylvania
$72K +$263 +5 +0.4%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$70K +$16.5K +313 +35%
SWM
123
Sugarloaf Wealth Management
Georgia
$58K
RIM
124
Rockbridge Investment Management
New York
$58K +$54.5K +1,036 New
AIA
125
Arcadia Investment Advisors
Idaho
$53.4K

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.