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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.

New
Increased
Maintained
Reduced
Closed
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
Vanguard Group
Pennsylvania
$352M
2
OWM
Orgel Wealth Management
Wisconsin
$15.2M
3
Ameriprise
Ameriprise
Minnesota
$10.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.13M
5
WS
Wedbush Securities
California
$7.17M

Top Sellers

1
KIM
Karpus Investment Management
New York
$1.33M
2
CA
Cambridge Associates
Massachusetts
$6.27M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.56M
4
Deutsche Bank
Deutsche Bank
Germany
$1.73M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$120K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFASL
126
Lugano Financial Advisors SA (LFA)
Switzerland
$51K – – –
PP
127
Pacifica Partners
Canada
$51K +$17K +300 +50%
BWA
128
BDO Wealth Advisors
Florida
$45K – – –
FCM
129
Firestone Capital Management
Florida
$37K – – –
GWM
130
Geneos Wealth Management
Colorado
$32K -$1.19K -22 -4%
NSIM
131
North Star Investment Management
Illinois
$32K +$113 +2 +0.4%
HR
132
Howe & Rusling
New York
$21K +$21K +380 New
EWM
133
Elmwood Wealth Management
California
$20K +$20K +350 New
APA
134
American Portfolios Advisors
New York
$18.9K +$5.7K +101 +43%
TCM
135
TD Capital Management
Tennessee
$13K +$58 +1 +0.5%
CCA
136
Column Capital Advisors
Indiana
$12K – – –
RBC
137
Roble Belko & Company
Pennsylvania
$12K – – –
CAAS
138
Capital Asset Advisory Services
Michigan
$12K – – –
HFS
139
HBC Financial Services
Washington
$6K +$6K +100 New
TFA
140
Toth Financial Advisory
Virginia
$5K – – –
LFG
141
Larson Financial Group
Missouri
$3K +$3K +62 New
SFSG
142
Stearns Financial Services Group
North Carolina
$2K +$171 +3 +9%
NA
143
Nottingham Advisors
New York
$533 – – –
TI
144
tru Independence
Oregon
$282 +$282 +5,000 New
CIAS
145
Capital Investment Advisory Services
North Carolina
– -$46K -1,000 Closed
AA
146
Advisory Alpha
Michigan
– -$37.7K -760 Closed
NFG
147
Next Financial Group
Texas
– -$18K -400 Closed
SWA
148
Stratos Wealth Advisors
Ohio
– -$14K -300 Closed
US Bancorp
149
US Bancorp
Minnesota
– -$13K -290 Closed
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