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Vanguard ESG US Stock ETF
ESGV

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: 14 → 19 (+5)

27% more funds holding

Funds holding: 299 → 379 (+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
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$33M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$24.4M
3
CA
Cambridge Associates
Massachusetts
+$12.5M
4
CA
Crewe Advisors
Utah
+$8.02M
5
Ameriprise
Ameriprise
Minnesota
+$7.01M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$4.58M
2
JPG
Jordan Park Group
California
-$3.83M
3
Bank of America
Bank of America
North Carolina
-$2.3M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.6M
5
CI
CX Institutional
Indiana
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
251
Karp Capital Management
California
$328K +$2.9K +34 +0.9%
FAG
252
Financial Advisory Group
Texas
$324K – – –
AWM
253
Atticus Wealth Management
Florida
$319K +$58.9K +690 +23%
BFA
254
Bragg Financial Advisors
North Carolina
$318K – – –
CFGS
255
Concourse Financial Group Securities
Alabama
$318K – – –
HR
256
Howe & Rusling
New York
$318K – – –
DC
257
DeDora Capital
California
$317K +$29.1K +341 +11%
SOAG
258
Silver Oak Advisory Group
Oregon
$317K +$308K +3,602 New
KAS
259
Kestra Advisory Services
Texas
$316K +$12.8K +150 +4%
FFG
260
Fullen Financial Group
Ohio
$314K +$940 +11 +0.3%
GT
261
Glenview Trust
Kentucky
$310K – – –
MWM
262
Mascoma Wealth Management
New Hampshire
$307K -$10.2K -119 -3%
PSUF
263
People's United Financial
Connecticut
$305K +$296K +3,465 New
LNC
264
Lincoln National Corp
Pennsylvania
$304K +$171 +2 +0.1%
MWM
265
Meridian Wealth Management
Kentucky
$301K +$342 +4 +0.1%
FCIM
266
Fairview Capital Investment Management
California
$298K -$10.7K -125 -4%
PA
267
Pinnacle Associates
New York
$298K +$290K +3,391 New
YWP
268
YorkBridge Wealth Partners
New York
$297K – – –
BFA
269
Bluestem Financial Advisors
Illinois
$293K +$854 +10 +0.3%
TAM
270
Tocqueville Asset Management
New York
$288K – – –
REMPR
271
Roof Eidam Maycock Peralta (REMP)
California
$286K – – –
SPIA
272
Steward Partners Investment Advisory
New York
$282K +$171 +2 +0.1%
HSA
273
HBK Sorce Advisory
Pennsylvania
$279K +$27.9K +326 +11%
CFG
274
Citizens Financial Group
Rhode Island
$275K +$769 +9 +0.3%
PIP
275
Peachtree Investment Partners
Florida
$272K +$854 +10 +0.3%
9 10
11
12 13

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.