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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
Karpus Investment Management
New York
$25.2M
2
WU
Wealthsimple US
New York
$13.4M
3
Morgan Stanley
Morgan Stanley
New York
$14.9M
4
Creative Planning
Creative Planning
Kansas
$13.4M
5
Bank of America
Bank of America
North Carolina
$20.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$40K
2
MWM
Merriman Wealth Management
Washington
$0
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.39M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.37M
5
RCS
Retirement Capital Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
Howard Wealth Management
Connecticut
– -$16K -300 Closed
2 3 4 5
6