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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
LFASL
126
Lugano Financial Advisors SA (LFA)
Switzerland
$51K
PP
127
Pacifica Partners
Canada
$51K +$15.8K +300 +50%
BWA
128
BDO Wealth Advisors
Florida
$45K
FCM
129
Firestone Capital Management
Florida
$37K
GWM
130
Geneos Wealth Management
Colorado
$32K -$1.16K -22 -4%
NSIM
131
North Star Investment Management
Illinois
$32K +$105 +2 +0.4%
CT
132
Caldwell Trust
Florida
$26.8K
HR
133
Howe & Rusling
New York
$21K +$20K +380 New
EWM
134
Elmwood Wealth Management
California
$20K +$18.4K +350 New
APA
135
American Portfolios Advisors
New York
$18.9K +$5.31K +101 +43%
TCM
136
TD Capital Management
Tennessee
$13K +$53 +1 +0.5%
CAAS
137
Capital Asset Advisory Services
Michigan
$12K
CCA
138
Column Capital Advisors
Indiana
$12K
RBC
139
Roble Belko & Company
Pennsylvania
$12K
HFS
140
HBC Financial Services
Washington
$6K +$5.26K +100 New
TFA
141
Toth Financial Advisory
Virginia
$5K
LFG
142
Larson Financial Group
Missouri
$3K +$3.26K +62 New
SFSG
143
Stearns Financial Services Group
North Carolina
$2K +$158 +3 +9%
NA
144
Nottingham Advisors
New York
$533
TI
145
tru Independence
Oregon
$282 +$263K +5,000 New
CIAS
146
Capital Investment Advisory Services
North Carolina
-$46K -1,000 Closed
AA
147
Advisory Alpha
Michigan
-$37.7K -760 Closed
NFG
148
Next Financial Group
Texas
-$18K -400 Closed
SWA
149
Stratos Wealth Advisors
Ohio
-$14K -300 Closed
US Bancorp
150
US Bancorp
Minnesota
-$13K -290 Closed

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.