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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

119 hedge funds and large institutions have $463M invested in Vanguard ESG US Stock ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+25
Holders Change %
+26.6%
% of All Funds
2.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
36
Increased
54
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$25.2M
2
WU
2
Wealthsimple US
New York
$13.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.9M
4
Creative Planning
4
Creative Planning
Kansas
$13.4M
5
Bank of America
5
Bank of America
North Carolina
$20.2M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$40K
2
MWM
2
Merriman Wealth Management
Washington
$0
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$1.39M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.37M
5
RCS
5
Retirement Capital Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$238M 5,200,722 +196,705 +4%
KIM
2
Karpus Investment Management
New York
$25.2M 551,411 +543,101 +6,536%
Bank of America
3
Bank of America
North Carolina
$20.2M 442,098 +202,391 +84%
Morgan Stanley
4
Morgan Stanley
New York
$14.9M 325,889 +276,085 +554%
WU
5
Wealthsimple US
New York
$13.4M 293,121 +293,121 New
Creative Planning
6
Creative Planning
Kansas
$13.4M 292,750 +228,082 +353%
UBS Group
7
UBS Group
Switzerland
$12.6M 274,152 +132,434 +93%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.2M 245,398 +39,068 +19%
Goldman Sachs
9
Goldman Sachs
New York
$9.07M 198,076 +198,076 New
DPI
10
Diversified Portfolios Inc
Michigan
$7.39M 161,419 +7,596 +5%
CA
11
Cambridge Associates
Massachusetts
$6.88M 150,283 +23,664 +19%
SCM
12
SCS Capital Management
Massachusetts
$5.97M 130,279 +4,770 +4%
SA
13
Stewardship Advisors
Pennsylvania
$5.92M 129,176 +25,194 +24%
OWM
14
Orgel Wealth Management
Wisconsin
$5.79M 126,411 +10,280 +9%
ET
15
Equitable Trust
Tennessee
$4.69M 102,352 +27,994 +38%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.73M 81,422 +58,498 +255%
CA
17
Crewe Advisors
Utah
$3.13M 68,438 +18,766 +38%
GC
18
Garde Capital
Washington
$2.87M 62,757 +62,757 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.74M 59,857 +49,437 +474%
RWP
20
RWA Wealth Partners
Massachusetts
$2.7M 59,049 +2,483 +4%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.58M 56,368 +28,531 +102%
BSWM
22
Boston Standard Wealth Management
Massachusetts
$2.3M 52,788 +4,890 +10%
Deutsche Bank
23
Deutsche Bank
Germany
$2.29M 49,950 – –
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.28M 49,840 +49,840 New
PA
25
Parallel Advisors
California
$1.9M 41,414 -7,114 -15%
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