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Vanguard ESG US Stock ETF
ESGV

217 hedge funds and large institutions have $1.03B invested in Vanguard ESG US Stock ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 93 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 10

200% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 31

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

30% more funds holding

Funds holding: 167 → 217 (+50)

23% more capital invested

Capital invested by funds: $838M → $1.03B (+$191M)

7.28% less ownership

Funds ownership: 42.43% → 35.15% (-7.3%)

Holders
217
Holders Change
+50
Holders Change %
+29.94%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
62
Increased
93
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.4M
2
KIM
Karpus Investment Management
New York
+$13.3M
3
Creative Planning
Creative Planning
Kansas
+$8.47M
4
TAM
Trillium Asset Management
Massachusetts
+$8.23M
5
Morgan Stanley
Morgan Stanley
New York
+$7.99M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$213M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.37M
3
TA
Tiedemann Advisors
New York
-$3.31M
4
AAS
Avantax Advisory Services
Texas
-$2.92M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$275K +$259K +3,927 New
BFA
152
Bragg Financial Advisors
North Carolina
$274K +$132 +2 +0.1%
BFA
153
Bluestem Financial Advisors
Illinois
$272K +$858 +13 +0.3%
MPM
154
Meritage Portfolio Management
Kansas
$268K +$252K +3,825 New
CFGS
155
Concourse Financial Group Securities
Alabama
$266K – – –
KCM
156
Karp Capital Management
California
$260K – – –
HR
157
Howe & Rusling
New York
$254K – – –
FFG
158
Fullen Financial Group
Ohio
$248K +$792 +12 +0.3%
MWM
159
Meridian Wealth Management
Kentucky
$248K +$234K +3,545 New
FCIM
160
Fairview Capital Investment Management
California
$247K – – –
CFA
161
Capstone Financial Advisors
Illinois
$243K +$228K +3,458 New
IA
162
IFG Advisors
Missouri
$239K – – –
YWP
163
YorkBridge Wealth Partners
New York
$237K +$223K +3,375 New
RP
164
Rice Partnership
Hawaii
$237K +$223K +3,380 New
ACA
165
Atlas Capital Advisors
Wyoming
$237K +$462 +7 +0.2%
PIP
166
Peachtree Investment Partners
Florida
$232K +$218K +3,304 New
AWM
167
Atticus Wealth Management
Florida
$223K +$86.5K +1,311 +70%
DWM
168
Dakota Wealth Management
Florida
$222K +$209K +3,170 New
PGAM
169
Princeton Global Asset Management
New Jersey
$220K +$528 +8 +0.3%
BCMO
170
Buckingham Capital Management (Ohio)
Ohio
$215K +$202K +3,063 New
HA
171
HC Advisors
Georgia
$211K +$198K +3,000 New
BCM
172
Barometer Capital Management
Ontario, Canada
$211K -$653K -9,900 -77%
TP
173
Tranquility Partners
Tennessee
$207K +$195K +2,953 New
FFA
174
First Foundation Advisors
California
$202K +$190K +2,878 New
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$187K – – –
5 6
7
8 9

ESGV Hedge Fund Activity: Q4 2020 in Review

217 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2020, worth a combined $1.03B — up 23% from $838M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ESGV positions and 10 closed out — a net gain of 52 holders — while 93 added to existing stakes and 31 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 217 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2020, up from 167 in Q3 2020.
  • Funds reported $1.03B of Vanguard ESG US Stock ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 62 funds opened new Vanguard ESG US Stock ETF positions in Q4 2020 and 10 closed out, a net change of +52 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $14.4M added.
  • The largest Vanguard ESG US Stock ETF seller in Q4 2020 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2020.