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Vanguard ESG US Stock ETF
ESGV

281 hedge funds and large institutions have $1.42B invested in Vanguard ESG US Stock ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

167% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 51

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

16% more capital invested

Capital invested by funds: $1.23B → $1.42B (+$194M)

12% more funds holding

Funds holding: 251 → 281 (+30)

2.65% less ownership

Funds ownership: 32.43% → 29.78% (-2.7%)

Holders
281
Holders Change
+30
Holders Change %
+11.95%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
44
Increased
136
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.3M
2
Betterment LLC
Betterment LLC
New York
+$19.3M
3
VCM
Verde Capital Management
Michigan
+$13.3M
4
Bank of America
Bank of America
North Carolina
+$5.86M
5
Morgan Stanley
Morgan Stanley
New York
+$5.04M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$16.7M
2
FTUS
Flow Traders U.S.
New York
-$9.18M
3
HT
HAP Trading
New York
-$2.89M
4
CA
Crewe Advisors
Utah
-$2.79M
5
HDIM
Hanson & Doremus Investment Management
Vermont
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
251
Caldwell Trust
Florida
$44K – – –
JWM
252
Janiczek Wealth Management
Colorado
$41K +$39.3K +507 New
CFD
253
Creative Financial Designs
Indiana
$40K +$38.8K +500 New
GEA
254
Glen Eagle Advisors
New Jersey
$35.2K – – –
CPFP
255
Clear Perspectives Financial Planning
Ohio
$32K – – –
NFG
256
Next Financial Group
Texas
$32K – – –
VCM
257
Vigilant Capital Management
Maine
$32K – – –
EWM
258
Elmwood Wealth Management
California
$28K – – –
FRA
259
Front Row Advisors
California
$28K +$5.43K +70 +26%
IA
260
IFP Advisors
Florida
$27K – – –
PCFFS
261
Pacific Center for Financial Services
California
$24K – – –
S
262
SignatureFD
Georgia
$24K – – –
WAS
263
Winch Advisory Services
Wisconsin
$22K +$7.83K +101 +56%
MFAM
264
M Financial Asset Management
Oregon
$22K +$21.2K +273 New
GRP
265
Global Retirement Partners
California
$18K -$8.14K -105 -32%
TCM
266
TD Capital Management
Tennessee
$18K +$78 +1 +0.4%
CAAS
267
Capital Asset Advisory Services
Michigan
$16K – – –
DSC
268
Duncker Streett & Co
Missouri
$13K +$78 +1 +0.6%
PP
269
Pacifica Partners
Canada
$12K – – –
ARMC
270
American Research & Management Company
Massachusetts
$11K – – –
First Manhattan
271
First Manhattan
New York
$11K +$2.71K +35 +33%
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$10K +$10.1K +130 New
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$8K +$7.37K +95 New
LWM
274
Liberty Wealth Management
California
$8K +$7.6K +98 New
TCOV
275
Trust Company of Vermont
Vermont
$8K +$7.76K +100 New
8 9 10
11
12

ESGV Hedge Fund Activity: Q2 2021 in Review

281 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2021, worth a combined $1.42B — up 16% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGV positions and 13 closed out — a net gain of 31 holders — while 136 added to existing stakes and 51 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $21.3M. The largest seller was Creative Planning, cutting an estimated $16.7M.

  • 281 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2021, up from 251 in Q1 2021.
  • Funds reported $1.42B of Vanguard ESG US Stock ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 44 funds opened new Vanguard ESG US Stock ETF positions in Q2 2021 and 13 closed out, a net change of +31 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2021 was Bank of Montreal, an estimated $21.3M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2021 was Creative Planning, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2021.