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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

73 hedge funds and large institutions have $334M invested in Vanguard ESG US Stock ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
73
Holders Change
+19
Holders Change %
+35.19%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
23
Increased
26
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$234M
2
DPI
2
Diversified Portfolios Inc
Michigan
$7.92M
3
OWM
3
Orgel Wealth Management
Wisconsin
$5.93M
4
UBS Group
4
UBS Group
Switzerland
$3.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.48M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.2M
2
Bank of America
2
Bank of America
North Carolina
$2.25M
3
CA
3
Cambridge Associates
Massachusetts
$9.4M
4
MWM
4
Mascoma Wealth Management
New Hampshire
$0
5
Creative Planning
5
Creative Planning
Kansas
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$234M 4,507,653 +4,483,584 +18,628%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$10.4M 200,690 – –
CA
3
Cambridge Associates
Massachusetts
$9.4M 181,087 -29,098 -14%
DPI
4
Diversified Portfolios Inc
Michigan
$7.92M 152,495 +152,495 New
MWM
5
Merriman Wealth Management
Washington
$6.76M 130,142 +2,900 +2%
OWM
6
Orgel Wealth Management
Wisconsin
$5.93M 114,214 +114,214 New
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$5.3M 102,136 +1,796 +2%
SCM
8
SCS Capital Management
Massachusetts
$4.64M 89,327 +36,334 +69%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$4.48M 86,263 +51,242 +146%
ET
10
Equitable Trust
Tennessee
$3.48M 67,106 +738 +1%
UBS Group
11
UBS Group
Switzerland
$3.3M 63,502 +52,555 +480%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.81M 54,125 +14,816 +38%
Creative Planning
13
Creative Planning
Kansas
$2.66M 51,210 -955 -2%
RWP
14
RWA Wealth Partners
Massachusetts
$2.52M 48,505 +10,799 +29%
BSWM
15
Boston Standard Wealth Management
Massachusetts
$2.48M 47,701 +1,312 +3%
Bank of America
16
Bank of America
North Carolina
$2.25M 43,382 -73,157 -63%
Jane Street
17
Jane Street
New York
$2.2M 42,434 -167,330 -80%
PA
18
Parallel Advisors
California
$2.11M 40,598 +34,929 +616%
Deutsche Bank
19
Deutsche Bank
Germany
$2.1M 40,500 – –
CL
20
CPWM LLC
Washington
$1.7M 32,750 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.51M 29,140 +21,946 +305%
RCS
22
Retirement Capital Strategies
California
$1.28M 24,622 -657 -3%
Morgan Stanley
23
Morgan Stanley
New York
$1.24M 23,921 +23,920 +2,392,000%
Bessemer Group
24
Bessemer Group
New Jersey
$1.23M 23,650 +23,650 New
WB
25
Webster Bank
Connecticut
$1.11M 21,375 +21,375 New
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