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Vanguard ESG US Stock ETF

147 hedge funds and large institutions have $680M invested in Vanguard ESG US Stock ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

178% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 23

47% more capital invested

Capital invested by funds: $463M → $680M (+$218M)

23% more funds holding

Funds holding: 120147 (+27)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.44% less ownership

Funds ownership: 45.35%43.91% (-1.4%)

Holders
147
Holders Change
+27
Holders Change %
+22.5%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
32
Increased
64
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$352M +$55.2M +1,049,901 +20%
Bank of America
2
Bank of America
North Carolina
$31.2M +$5.89M +112,023 +25%
Morgan Stanley
3
Morgan Stanley
New York
$21.1M +$2.57M +48,865 +15%
Creative Planning
4
Creative Planning
Kansas
$19.7M +$3M +57,046 +19%
WU
5
Wealthsimple US
New York
$17.2M +$600K +11,418 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.9M +$2.9M +55,087 +22%
OWM
7
Orgel Wealth Management
Wisconsin
$15.2M +$7.56M +143,838 +114%
UBS Group
8
UBS Group
Switzerland
$14.9M -$543K -10,337 -4%
Goldman Sachs
9
Goldman Sachs
New York
$11.2M
Ameriprise
10
Ameriprise
Minnesota
$10.2M +$7.38M +140,357 +350%
DPI
11
Diversified Portfolios Inc
Michigan
$10M +$882K +16,780 +10%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.13M +$7.08M +134,572 +1,410%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.92M +$3.11M +59,092 +73%
SCM
14
SCS Capital Management
Massachusetts
$7.48M +$126K +2,401 +2%
WS
15
Wedbush Securities
California
$7.17M +$6.69M +127,200 New
CG
16
Caprock Group
Idaho
$7.15M +$5.71M +108,657 +597%
SA
17
Stewardship Advisors
Pennsylvania
$6.76M -$489K -9,298 -7%
CA
18
Cambridge Associates
Massachusetts
$6.27M -$2.06M -39,159 -26%
ET
19
Equitable Trust
Tennessee
$5.06M -$660K -12,546 -12%
Jane Street
20
Jane Street
New York
$4.8M +$4.48M +85,205 New
PA
21
Parallel Advisors
California
$4.37M +$1.89M +36,017 +87%
CA
22
Crewe Advisors
Utah
$3.86M
GC
23
Garde Capital
Washington
$3.75M +$193K +3,674 +6%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$3.69M +$1.85M +35,128 +116%
CAN
25
Cetera Advisor Networks
California
$3.62M +$3.37M +64,134 New

ESGV Hedge Fund Activity: Q2 2020 in Review

147 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2020, worth a combined $680M — up 47% from $463M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ESGV positions and 5 closed out — a net gain of 27 holders — while 64 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $55.2M. The largest seller was Karpus Investment Management, cutting an estimated $27.7M.

  • 147 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2020, up from 120 in Q1 2020.
  • Funds reported $680M of Vanguard ESG US Stock ETF stock for Q2 2020, up 47% quarter-over-quarter.
  • 32 funds opened new Vanguard ESG US Stock ETF positions in Q2 2020 and 5 closed out, a net change of +27 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2020 was Vanguard Group, an estimated $55.2M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2020 was Karpus Investment Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2020.