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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
ST
101
Smithfield Trust
Pennsylvania
$406K +$214K +3,518 +116%
BSW
102
Buckingham Strategic Wealth
Missouri
$406K +$399K +6,571 New
MML Investors Services
103
MML Investors Services
Massachusetts
$392K +$385K +6,336 New
RA
104
RFG Advisory
Alabama
$374K +$138K +2,268 +60%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$372K -$3.77K -62 -1%
CIA
106
Compass Ion Advisors
Pennsylvania
$370K +$363K +5,978 New
SRC
107
Shufro Rose & Co
New York
$358K – – –
ACA
108
Affinity Capital Advisors
California
$342K +$336K +5,532 New
RIM
109
Rockbridge Investment Management
New York
$338K +$270K +4,438 +428%
VFA
110
Valeo Financial Advisors
Indiana
$311K – – –
NEPWA
111
New England Private Wealth Advisors
Massachusetts
$306K – – –
ST
112
Sageworth Trust
Pennsylvania
$304K – – –
DJSG
113
D.J. St. Germain
Massachusetts
$288K +$25.1K +413 +10%
CAN
114
Cetera Advisor Networks
California
$281K -$3.62M -59,595 -93%
Truist Financial
115
Truist Financial
North Carolina
$272K +$11.8K +194 +5%
GAM
116
Gould Asset Management
California
$271K +$12.2K +200 +5%
FGP
117
Foyston, Gordon, & Payne
Ontario, Canada
$269K – – –
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$259K +$125K +2,060 +96%
MWA
119
Meridian Wealth Advisors
Texas
$253K +$790 +13 +0.3%
BFA
120
Bragg Financial Advisors
North Carolina
$241K +$19.8K +325 +9%
BFA
121
Bluestem Financial Advisors
Illinois
$239K +$235K +3,863 New
CFGS
122
Concourse Financial Group Securities
Alabama
$235K – – –
FAG
123
Financial Advisory Group
Texas
$235K +$231K +3,795 New
KCM
124
Karp Capital Management
California
$229K +$225K +3,701 New
HR
125
Howe & Rusling
New York
$224K +$197K +3,242 +853%
3 4
5
6 7

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.