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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

166 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.

Holders
166
Holders Change
+20
Holders Change %
+13.7%
% of All Funds
3.36%
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

1
Ameriprise
1
Ameriprise
Minnesota
$21.7M
2
KIM
2
Karpus Investment Management
New York
$10.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$395M
4
Morgan Stanley
4
Morgan Stanley
New York
$28.2M
5
Wells Fargo
5
Wells Fargo
California
$4.83M

Top Sellers

1
Jane Street
1
Jane Street
New York
$717K
2
CAN
2
Cetera Advisor Networks
California
$281K
3
SPIA
3
Steward Partners Investment Advisory
New York
$131K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
CA
5
Cambridge Associates
Massachusetts
$5.45M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
151
Advisory Alpha
Michigan
$48K 765 +765 New
KTC
152
Kistler-Tiffany Companies
Pennsylvania
$47K 766 +766 New
APA
153
American Portfolios Advisors
New York
$45.3K 732 +396 +118%
BWA
154
BDO Wealth Advisors
Florida
$43K 700 -100 -13%
NSIM
155
North Star Investment Management
Illinois
$35K 568 +2 +0.4%
NFG
156
Next Financial Group
Texas
$25K 400 +400 New
EWM
157
Elmwood Wealth Management
California
$20K 350 – –
PP
158
Pacifica Partners
Canada
$16K 255 -645 -72%
ME
159
McIlrath & Eck
Washington
$15K 249 +249 New
RBC
160
Roble Belko & Company
Pennsylvania
$14K 220 – –
TCM
161
TD Capital Management
Tennessee
$14K 224 +1 +0.4%
CAAS
162
Capital Asset Advisory Services
Michigan
$13K 205 – –
SFSG
163
Stearns Financial Services Group
North Carolina
$11K 175 +140 +400%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$6K 100 +100 New
TFA
165
Toth Financial Advisory
Virginia
$5K 83 – –
Deutsche Bank
166
Deutsche Bank
Germany
– – -30,650 Closed
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
– – -20,488 Closed
SFO
168
Stokes Family Office
Louisiana
– – -14,000 Closed
TI
169
tru Independence
Oregon
– – -5,000 Closed
WDL
170
Well Done LLC
Michigan
– – -4,793 Closed
PIMG
171
Patriot Investment Management Group
Tennessee
– – -2,975 Closed
WR
172
Watson Rebecca
– – -2,413 Closed
PWP
173
Principle Wealth Partners
Connecticut
– – -2,290 Closed
SWM
174
Sugarloaf Wealth Management
Georgia
– – -1,027 Closed
LFASL
175
Lugano Financial Advisors SA (LFA)
Switzerland
– – -900 Closed
4 5 6
7
8