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Vanguard ESG US Stock ETF
ESGV

42 hedge funds and large institutions have $38.2M invested in Vanguard ESG US Stock ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

83% more funds holding

Funds holding: 23 → 42 (+19)

49% more capital invested

Capital invested by funds: $25.6M → $38.2M (+$12.6M)

15.65% less ownership

Funds ownership: 28.67% → 13.02% (-16%)

Holders
42
Holders Change
+19
Holders Change %
+82.61%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
7
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSWM
Boston Standard Wealth Management
Massachusetts
+$1.57M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$899K
3
RWP
RWA Wealth Partners
Massachusetts
+$758K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$732K
5
Jane Street
Jane Street
New York
+$678K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$596K
2
Bank of America
Bank of America
North Carolina
-$225K
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$35.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cambridge Associates
Massachusetts
$10.3M – – –
JMPWA
2
JP Morgan Private Wealth Advisors
California
$4.92M -$35.3K -751 -0.7%
Jane Street
3
Jane Street
New York
$3.51M +$678K +14,399 +25%
ET
4
Equitable Trust
Tennessee
$2.64M +$332K +7,061 +15%
RCS
5
Retirement Capital Strategies
California
$2M +$93K +1,975 +9%
Creative Planning
6
Creative Planning
Kansas
$1.91M – – –
BSWM
7
Boston Standard Wealth Management
Massachusetts
$1.66M +$1.57M +33,361 New
CL
8
CPWM LLC
Washington
$1.61M – – –
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.13M +$732K +15,559 +207%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$938K +$899K +19,105 New
DADC
11
D.A. Davidson & Co
Montana
$903K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$798K +$280K +5,952 +58%
RWP
13
RWA Wealth Partners
Massachusetts
$790K +$758K +16,102 New
TRCT
14
Tower Research Capital (TRC)
New York
$633K -$596K -12,661 -50%
EA
15
Elm Advisors
California
$618K +$593K +12,590 New
Citadel Advisors
16
Citadel Advisors
Florida
$583K +$559K +11,882 New
SG Americas Securities
17
SG Americas Securities
New York
$491K +$471K +10,000 New
UBS Group
18
UBS Group
Switzerland
$443K +$425K +9,025 New
SGAM
19
Steinberg Global Asset Management
Florida
$316K – – –
BAM
20
Baldrige Asset Management
Pennsylvania
$290K +$278K +5,899 New
SRC
21
Shufro Rose & Co
New York
$285K +$273K +5,800 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$284K +$190K +4,030 +230%
Bank of America
23
Bank of America
North Carolina
$268K -$225K -4,788 -47%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$202K +$194K +4,113 New
FANJ
25
Financial Architects (New Jersey)
New Jersey
$168K +$25.5K +541 +19%
1
2

ESGV Hedge Fund Activity: Q1 2019 in Review

42 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2019, worth a combined $38.2M — up 49% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ESGV positions and 0 closed out — a net gain of 19 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Boston Standard Wealth Management, opening a new position worth an estimated $1.57M. The largest seller was Tower Research Capital (TRC), cutting an estimated $596K.

  • 42 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2019, up from 23 in Q4 2018.
  • Funds reported $38.2M of Vanguard ESG US Stock ETF stock for Q1 2019, up 49% quarter-over-quarter.
  • 19 funds opened new Vanguard ESG US Stock ETF positions in Q1 2019 and 0 closed out, a net change of +19 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2019 was Boston Standard Wealth Management, an estimated $1.57M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2019 was Tower Research Capital (TRC), an estimated $596K sold.

Based on aggregated 13F filings for Q1 2019.