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Vanguard ESG US Stock ETF

379 hedge funds and large institutions have $1.94B invested in Vanguard ESG US Stock ETF in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 167 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 17

234% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 50

45% more capital invested

Capital invested by funds: $1.33B → $1.94B (+$604M)

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

27% more funds holding

Funds holding: 299379 (+80)

5.83% more ownership

Funds ownership: 25.8%31.63% (+5.8%)

Holders
379
Holders Change
+80
Holders Change %
+26.76%
% of All Funds
5.83%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.29%
New
100
Increased
167
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCG
226
Financial Connections Group
California
$416K +$405K +4,743 New
DWM
227
Dakota Wealth Management
Florida
$415K +$115K +1,350 +40%
BBW
228
Blue Barn Wealth
Utah
$407K
VFA
229
Valeo Financial Advisors
Indiana
$405K
WDL
230
Well Done LLC
Michigan
$402K +$140K +1,643 +56%
APA
231
American Portfolios Advisors
New York
$401K +$53.8K +630 +16%
ACP
232
Ashfield Capital Partners
California
$397K +$108K +1,259 +39%
TWM
233
Tradition Wealth Management
Minnesota
$397K +$318K +3,725 +473%
PC
234
Pecaut & Co
Iowa
$394K +$383K +4,488 New
Bank of New York Mellon
235
Bank of New York Mellon
New York
$388K
FCC
236
Flower City Capital
New York
$382K +$371K +4,346 New
PFG
237
Pinnacle Financial Group
Illinois
$378K +$367K +4,301 New
FCM
238
Firestone Capital Management
Florida
$375K +$17.6K +206 +5%
Citigroup
239
Citigroup
New York
$370K +$4.27K +50 +1%
JBA
240
Johnson Bixby & Associates
Washington
$370K +$360K +4,209 New
MWA
241
Meridian Wealth Advisors
Texas
$364K +$1.11K +13 +0.3%
HI
242
Harbour Investments
Wisconsin
$354K +$27.7K +324 +9%
SP
243
Symmetry Partners
Connecticut
$354K +$344K +4,028 New
FFWA
244
FRG Family Wealth Advisors
Washington
$343K -$111K -1,300 -25%
IA
245
IFG Advisors
Missouri
$341K +$47.2K +552 +17%
NAMP
246
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$334K +$325K +3,800 New
PPW
247
Pinnacle Private Wealth
Massachusetts
$331K +$322K +3,765 New
PGAM
248
Princeton Global Asset Management
New Jersey
$330K +$598 +7 +0.2%
IAN
249
Integrated Advisors Network
Texas
$329K -$256 -3 -0.1%
CI Investments Inc
250
CI Investments Inc
Ontario, Canada
$329K +$215K +2,520 +206%

ESGV Hedge Fund Activity: Q4 2021 in Review

379 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2021, worth a combined $1.94B — up 45% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ESGV positions and 17 closed out — a net gain of 83 holders — while 167 added to existing stakes and 50 trimmed.

The largest buyer was Vanguard Group, adding an estimated $33M. The largest seller was Flow Traders U.S., cutting an estimated $4.58M.

  • 379 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2021, up from 299 in Q3 2021.
  • Funds reported $1.94B of Vanguard ESG US Stock ETF stock for Q4 2021, up 45% quarter-over-quarter.
  • 100 funds opened new Vanguard ESG US Stock ETF positions in Q4 2021 and 17 closed out, a net change of +83 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q4 2021 was Vanguard Group, an estimated $33M added.
  • The largest Vanguard ESG US Stock ETF seller in Q4 2021 was Flow Traders U.S., an estimated $4.58M sold.

Based on aggregated 13F filings for Q4 2021.