We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF
ESGV

54 hedge funds and large institutions have $73M invested in Vanguard ESG US Stock ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 1 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 1

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

91% more capital invested

Capital invested by funds: $38.2M → $73M (+$34.8M)

29% more funds holding

Funds holding: 42 → 54 (+12)

4.51% more ownership

Funds ownership: 13.02% → 17.53% (+4.5%)

Holders
54
Holders Change
+12
Holders Change %
+28.57%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
18
Reduced
1
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$10.1M
2
Jane Street
Jane Street
New York
+$6.93M
3
MWM
Merriman Wealth Management
Washington
+$6.38M
4
Bank of America
Bank of America
North Carolina
+$5.57M
5
SCM
SCS Capital Management
Massachusetts
+$2.66M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$583K
2
TRCT
Tower Research Capital (TRC)
New York
-$565K
3
SG Americas Securities
SG Americas Securities
New York
-$491K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$202K
5
NSIM
North Star Investment Management
Illinois
-$27K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cambridge Associates
Massachusetts
$10.8M – – –
Jane Street
2
Jane Street
New York
$10.7M +$6.93M +138,221 +193%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$10.3M +$10.1M +200,690 New
Bank of America
4
Bank of America
North Carolina
$5.96M +$5.57M +111,079 +2,034%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$5.13M – – –
ET
6
Equitable Trust
Tennessee
$3.4M +$628K +12,525 +23%
SCM
7
SCS Capital Management
Massachusetts
$2.71M +$2.66M +52,993 New
Creative Planning
8
Creative Planning
Kansas
$2.67M +$667K +13,304 +34%
BSWM
9
Boston Standard Wealth Management
Massachusetts
$2.4M +$653K +13,028 +39%
Deutsche Bank
10
Deutsche Bank
Germany
$2.07M +$2.03M +40,500 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.01M +$1.16M +23,042 +142%
RWP
12
RWA Wealth Partners
Massachusetts
$1.93M +$1.08M +21,604 +134%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.79M +$798K +15,916 +83%
CL
14
CPWM LLC
Washington
$1.68M – – –
RCS
15
Retirement Capital Strategies
California
$1.29M +$41.6K +830 +3%
Vanguard Group
16
Vanguard Group
Pennsylvania
$1.23M +$50.2K +1,001 +4%
DADC
17
D.A. Davidson & Co
Montana
$941K – – –
EA
18
Elm Advisors
California
$644K – – –
UBS Group
19
UBS Group
Switzerland
$560K +$96.4K +1,922 +21%
CG
20
Colony Group
Massachusetts
$382K +$374K +7,465 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$368K +$70.9K +1,414 +24%
BAM
22
Baldrige Asset Management
Pennsylvania
$345K +$42.4K +845 +14%
G
23
GenTrust
Florida
$343K +$336K +6,700 New
WLIM
24
White Lighthouse Investment Management
Massachusetts
$306K +$300K +5,990 New
SRC
25
Shufro Rose & Co
New York
$297K – – –
1
2 3

ESGV Hedge Fund Activity: Q2 2019 in Review

54 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2019, worth a combined $73M — up 91% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ESGV positions and 7 closed out — a net gain of 13 holders — while 18 added to existing stakes and 1 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $10.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $583K sold.

  • 54 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2019, up from 42 in Q1 2019.
  • Funds reported $73M of Vanguard ESG US Stock ETF stock for Q2 2019, up 91% quarter-over-quarter.
  • 20 funds opened new Vanguard ESG US Stock ETF positions in Q2 2019 and 7 closed out, a net change of +13 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2019 was Bank of Montreal, an estimated $10.1M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2019 was Citadel Advisors, an estimated $583K sold.

Based on aggregated 13F filings for Q2 2019.