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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.

New
Increased
Maintained
Reduced
Closed

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 (+$101M)

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%)

Holders
95
Holders Change
+22
Holders Change %
+30.14%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
41
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$26.8M
2
Bank of America
Bank of America
North Carolina
+$10.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.57M
4
UBS Group
UBS Group
Switzerland
+$4.22M
5
CA
Crewe Advisors
Utah
+$2.68M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.07M
2
CA
Cambridge Associates
Massachusetts
-$2.94M
3
Jane Street
Jane Street
New York
-$2.09M
4
Bessemer Group
Bessemer Group
New Jersey
-$1.23M
5
RCS
Retirement Capital Strategies
California
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$283M +$26.8M +496,364 +11%
Bank of America
2
Bank of America
North Carolina
$13.6M +$10.6M +196,325 +453%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.7M +$9.57M +177,190 +608%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$11.4M +$92.5K +1,713 +0.9%
DPI
5
Diversified Portfolios Inc
Michigan
$8.7M +$71.7K +1,328 +0.9%
UBS Group
6
UBS Group
Switzerland
$8.02M +$4.22M +78,216 +123%
MWM
7
Merriman Wealth Management
Washington
$7.36M – – –
JMPWA
8
JP Morgan Private Wealth Advisors
California
$7.19M +$1.35M +24,917 +24%
CA
9
Cambridge Associates
Massachusetts
$7.16M -$2.94M -54,468 -30%
SCM
10
SCS Capital Management
Massachusetts
$7.1M +$1.95M +36,182 +41%
OWM
11
Orgel Wealth Management
Wisconsin
$6.57M +$104K +1,917 +2%
SA
12
Stewardship Advisors
Pennsylvania
$5.88M +$5.62M +103,982 New
ET
13
Equitable Trust
Tennessee
$4.21M +$392K +7,252 +11%
Creative Planning
14
Creative Planning
Kansas
$3.66M +$727K +13,458 +26%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.25M +$178K +3,292 +6%
RWP
16
RWA Wealth Partners
Massachusetts
$3.2M +$435K +8,061 +17%
Deutsche Bank
17
Deutsche Bank
Germany
$2.83M +$510K +9,450 +23%
Morgan Stanley
18
Morgan Stanley
New York
$2.82M +$1.4M +25,883 +108%
CA
19
Crewe Advisors
Utah
$2.81M +$2.68M +49,672 New
PA
20
Parallel Advisors
California
$2.75M +$428K +7,930 +20%
BSWM
21
Boston Standard Wealth Management
Massachusetts
$2.71M +$10.6K +197 +0.4%
WB
22
Webster Bank
Connecticut
$1.97M +$729K +13,500 +63%
CL
23
CPWM LLC
Washington
$1.85M – – –
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.57M +$1.1M +20,295 +269%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.3M +$338K +6,253 +38%
1
2 3 4

ESGV Hedge Fund Activity: Q4 2019 in Review

95 of the 5,075 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.