Vanguard ESG US Stock ETF
ESGV
95 hedge funds and large institutions have $436M invested in Vanguard ESG US Stock ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 8 reducing their positions, and 4 closing their positions.
550% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 4
413% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 8
30% more capital invested
Capital invested by funds: $334M → $436M (+$102M)
30% more funds holding
Funds holding: 73 → 95 (+22)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.82% less ownership
Funds ownership: 53.72% → 49.9% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.57M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.22M |
| 5 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.07M |
| 2 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$2.94M |
| 3 |
Jane Street
New York
|
-$2.09M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.23M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$248K |
ESGV Hedge Fund Activity: Q4 2019 in Review
95 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2019, worth a combined $436M — up 30% from $334M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new ESGV positions and 4 closed out — a net gain of 22 holders — while 41 added to existing stakes and 8 trimmed.
The largest buyer was Vanguard Group, adding an estimated $26.8M. The largest seller was Susquehanna International Group, cutting an estimated $4.07M.
- 95 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2019, up from 73 in Q3 2019.
- Funds reported $436M of Vanguard ESG US Stock ETF stock for Q4 2019, up 30% quarter-over-quarter.
- 26 funds opened new Vanguard ESG US Stock ETF positions in Q4 2019 and 4 closed out, a net change of +22 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q4 2019 was Vanguard Group, an estimated $26.8M added.
- The largest Vanguard ESG US Stock ETF seller in Q4 2019 was Susquehanna International Group, an estimated $4.07M sold.
Based on aggregated 13F filings for Q4 2019.