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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

146 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.

Holders
146
Holders Change
+27
Holders Change %
+22.69%
% of All Funds
3%
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
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$352M
2
OWM
2
Orgel Wealth Management
Wisconsin
$15.2M
3
Ameriprise
3
Ameriprise
Minnesota
$10.2M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$8.13M
5
WS
5
Wedbush Securities
California
$7.17M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.33M
2
CA
2
Cambridge Associates
Massachusetts
$6.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.56M
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.73M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$120K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$352M 6,250,623 +1,049,901 +20%
Bank of America
2
Bank of America
North Carolina
$31.2M 554,121 +112,023 +25%
Morgan Stanley
3
Morgan Stanley
New York
$21.1M 374,754 +48,865 +15%
Creative Planning
4
Creative Planning
Kansas
$19.7M 349,796 +57,046 +19%
WU
5
Wealthsimple US
New York
$17.2M 304,539 +11,418 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.9M 300,485 +55,087 +22%
OWM
7
Orgel Wealth Management
Wisconsin
$15.2M 270,249 +143,838 +114%
UBS Group
8
UBS Group
Switzerland
$14.9M 263,815 -10,337 -4%
Goldman Sachs
9
Goldman Sachs
New York
$11.2M 198,076 – –
Ameriprise
10
Ameriprise
Minnesota
$10.2M 180,426 +140,357 +350%
DPI
11
Diversified Portfolios Inc
Michigan
$10M 178,199 +16,780 +10%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.13M 144,116 +134,572 +1,410%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.93M 140,514 +59,092 +73%
SCM
14
SCS Capital Management
Massachusetts
$7.48M 132,680 +2,401 +2%
WS
15
Wedbush Securities
California
$7.17M 127,200 +127,200 New
CG
16
Caprock Group
Idaho
$7.15M 126,867 +108,657 +597%
SA
17
Stewardship Advisors
Pennsylvania
$6.76M 119,878 -9,298 -7%
CA
18
Cambridge Associates
Massachusetts
$6.27M 111,124 -39,159 -26%
ET
19
Equitable Trust
Tennessee
$5.06M 89,806 -12,546 -12%
Jane Street
20
Jane Street
New York
$4.81M 85,205 +85,205 New
PA
21
Parallel Advisors
California
$4.37M 77,431 +36,017 +87%
CA
22
Crewe Advisors
Utah
$3.86M 68,438 – –
GC
23
Garde Capital
Washington
$3.75M 66,431 +3,674 +6%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$3.7M 65,522 +35,128 +116%
CAN
25
Cetera Advisor Networks
California
$3.62M 64,134 +64,134 New
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