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Vanguard ESG US Stock ETF
ESGV

415 hedge funds and large institutions have $2B invested in Vanguard ESG US Stock ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 184 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 30

67% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 110

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

23% more capital invested

Capital invested by funds: $1.62B → $2B (+$379M)

9.56% more ownership

Funds ownership: 28.57% → 38.14% (+9.6%)

4% more funds holding

Funds holding: 400 → 415 (+15)

Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
6.61%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
51
Increased
184
Reduced
110
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$287M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$261M
3
SWG
Summit Wealth Group
Vermont
+$26.1M
4
CSPAM
Cary Street Partners Asset Management
Virginia
+$7.21M
5
FTUS
Flow Traders U.S.
New York
+$5.94M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.4M
2
VF
Visa Foundation
California
-$10.3M
3
Bank of America
Bank of America
North Carolina
-$8.8M
4
KAS
Kestra Advisory Services
Texas
-$8.24M
5
Wells Fargo
Wells Fargo
California
-$6.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
276
Walkner Condon Financial Advisors
Wisconsin
$313K -$5.58K -80 -2%
LA
277
LexAurum Advisors
Kansas
$312K -$194K -2,778 -39%
KAS
278
Kestra Advisory Services
Texas
$306K -$8.24M -118,240 -97%
JFG
279
Jefferies Financial Group
New York
$305K +$39.2K +562 +15%
IC
280
IEQ Capital
California
$302K +$294K +4,215 New
MWA
281
Meridian Wealth Advisors
Texas
$302K +$836 +12 +0.3%
BJL
282
Brighton Jones LLC
Washington
$302K +$78.5K +1,127 +37%
KTC
283
Kistler-Tiffany Companies
Pennsylvania
$301K +$50.7K +727 +21%
KWS
284
Keystone Wealth Services
California
$300K +$291K +4,180 New
5SA
285
5th Street Advisors
Connecticut
$300K +$291K +4,177 New
GVAG
286
Great Valley Advisor Group
Delaware
$299K +$14K +201 +5%
CFG
287
Citizens Financial Group
Rhode Island
$298K +$627 +9 +0.2%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$297K -$77.9K -1,118 -21%
FA
289
Financial Alternatives
California
$295K +$13.4K +193 +5%
HWM
290
Hemington Wealth Management
Virginia
$295K – – –
LPT
291
Legacy Private Trust
Wisconsin
$294K – – –
AAG
292
Armstrong Advisory Group
Massachusetts
$294K +$138K +1,987 +94%
PP
293
PDS Planning
Ohio
$282K +$279 +4 +0.1%
RP
294
Rice Partnership
Hawaii
$280K +$54.8K +786 +25%
BSSFA
295
Baron Silver Stevens Financial Advisors
Florida
$279K -$38K -546 -12%
SFPG
296
Stonebridge Financial Planning Group
Florida
$278K -$209K -2,995 -44%
PPW
297
Presilium Private Wealth
Pennsylvania
$276K +$2.09K +30 +0.8%
PGAM
298
Princeton Global Asset Management
New Jersey
$273K +$627 +9 +0.2%
BBW
299
Blue Barn Wealth
Utah
$270K +$6.97K +100 +3%
MAM
300
McLean Asset Management
Virginia
$268K – – –
10 11
12
13 14

ESGV Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2023, worth a combined $2B — up 23% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ESGV positions and 30 closed out — a net gain of 21 holders — while 184 added to existing stakes and 110 trimmed.

The largest buyer was Betterment LLC, adding an estimated $287M. The largest seller was Morgan Stanley, cutting an estimated $11.4M.

  • 415 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2023, up from 400 in Q4 2022.
  • Funds reported $2B of Vanguard ESG US Stock ETF stock for Q1 2023, up 23% quarter-over-quarter.
  • 51 funds opened new Vanguard ESG US Stock ETF positions in Q1 2023 and 30 closed out, a net change of +21 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2023 was Betterment LLC, an estimated $287M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2023 was Morgan Stanley, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2023.