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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
TFA
276
Toth Financial Advisory
Virginia
$7K – – –
GLLW
277
Graves Light Lenhart Wealth
Virginia
$7K +$6.9K +89 New
CIAS
278
CBIZ Investment Advisory Services
Ohio
$6K – – –
SQA
279
Simon Quick Advisors
New Jersey
$4K +$3.88K +50 New
AL
280
ADE LLC
Maryland
$4K +$4.11K +53 New
BlackRock
281
BlackRock
New York
$2K +$776 +10 +50%
FTUS
282
Flow Traders U.S.
New York
– -$9.18M -118,360 Closed
CSPAM
283
Cary Street Partners Asset Management
Virginia
– -$103K -103,431 Closed
HT
284
HAP Trading
New York
– -$2.89M -39,141 Closed
CL
285
CPWM LLC
Washington
– -$2.42M -32,750 Closed
SPC
286
Sigma Planning Corp
Michigan
– -$2.1M -28,499 Closed
SFS
287
Sowell Financial Services
Arkansas
– -$1.55M -20,044 Closed
WANY
288
Wealthspire Advisors (New York)
New York
– -$552K -7,488 Closed
BWM
289
Bulltick Wealth Management
Florida
– -$480K -6,504 Closed
FGP
290
Foyston, Gordon, & Payne
Ontario, Canada
– -$313K -4,243 Closed
RP
291
Rice Partnership
Hawaii
– -$229K -3,101 Closed
HA
292
HC Advisors
Georgia
– -$221K -3,000 Closed
KAH
293
Kathryn A. Hall
– -$207K -2,813 Closed
RWG
294
Regal Wealth Group
California
– -$1K -13 Closed
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.