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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
PWMAG
276
Pinnacle Wealth Management Advisory Group
New Jersey
$270K +$263K +3,075 New
ACM
277
Armbruster Capital Management
New York
$268K +$261K +3,050 New
TP
278
Tranquility Partners
Tennessee
$267K
MCM
279
Mengis Capital Management
Oregon
$263K +$26.4K +309 +12%
CBFP
280
Cedar Brook Financial Partners
Ohio
$261K +$769 +9 +0.3%
FC
281
Family CFO
California
$258K +$251K +2,940 New
BCM
282
Barometer Capital Management
Ontario, Canada
$255K
CWM
283
Cornerstone Wealth Management
Missouri
$250K -$4.7K -55 -2%
ASN
284
Advisory Services Network
Georgia
$243K +$236K +2,765 New
AWP
285
Abacus Wealth Partners
California
$241K +$234K +2,743 New
CPWMP
286
Cardinal Point Wealth Management Partners
California
$240K +$233K +2,725 New
EFG
287
Everhart Financial Group
Ohio
$239K
CPA
288
Cardiff Park Advisors
California
$235K +$229K +2,677 New
PIMG
289
Patriot Investment Management Group
Tennessee
$234K
SPA
290
Sentinel Pension Advisors
Massachusetts
$234K +$227K +2,657 New
RC
291
RegentAtlantic Capital
New Jersey
$233K +$8.88K +104 +4%
LPT
292
Legacy Private Trust
Wisconsin
$233K +$226K +2,650 New
Mercer Global Advisors
293
Mercer Global Advisors
Colorado
$232K -$31.4K -368 -12%
RPGK
294
Retirement Planning Group (Kansas)
Kansas
$232K +$9.99K +117 +5%
PNC
295
Park National Corp
Ohio
$230K
IPW
296
Intergy Private Wealth
Colorado
$229K +$223K +2,611 New
TB
297
Treynor Bancshares
Iowa
$227K +$220K +2,577 New
PAI
298
Pittenger & Anderson Inc
Nebraska
$226K -$90.5K -1,059 -29%
FWP
299
FAS Wealth Partners
Kansas
$224K -$1.28K -15 -0.6%
SWP
300
Stratos Wealth Partners
Ohio
$223K +$217K +2,536 New

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.