Vanguard ESG US Stock ETF
ESGV
299 hedge funds and large institutions have $1.33B invested in Vanguard ESG US Stock ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 151 increasing their positions, 45 reducing their positions, and 12 closing their positions.
236% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 45
192% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 12
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
6% more funds holding
Funds holding: 281 → 299 (+18)
3.98% less ownership
Funds ownership: 29.78% → 25.8% (-4%)
6% less capital invested
Capital invested by funds: $1.42B → $1.33B (-$91.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$29.4M |
| 2 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
+$22.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.6M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$11.3M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$8.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$6.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.96M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.55M |
| 4 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
-$3.24M |
| 5 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$2.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
301
Citadel Advisors
Miami,
Florida
| – | -$4.55M | -56,907 | Closed |
|
|
LSAG
302
Lake Street Advisors Group
Portsmouth,
New Hampshire
| – | -$3.24M | -39,074 | Closed |
|
|
KP
303
Keel Point
Huntsville,
Alabama
| – | -$966K | -12,073 | Closed |
|
|
IC
304
Inscription Capital
Houston,
Texas
| – | -$686K | -8,580 | Closed |
|
305
Jane Street
New York
| – | -$617K | -7,712 | Closed |
|
306
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$215K | -2,685 | Closed |
|
|
WCFA
307
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | -$214K | -2,683 | Closed |
|
|
MWM
308
MBE Wealth Management
Tomah,
Wisconsin
| – | -$200K | -2,503 | Closed |
|
|
ASN
309
Advisory Services Network
Atlanta,
Georgia
| – | -$48K | -602 | Closed |
|
|
FI
310
Financial Insights
Tacoma,
Washington
| – | -$400K | -500 | Closed |
|
|
TCOV
311
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$8K | -100 | Closed |
|
|
CPC
312
Consolidated Planning Corp
Atlanta,
Georgia
| – | +$412 | +5 | New |
|
ESGV Hedge Fund Activity: Q3 2021 in Review
299 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2021, worth a combined $1.33B — down 6.4% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new ESGV positions and 12 closed out — a net gain of 23 holders — while 151 added to existing stakes and 45 trimmed.
The largest buyer was Creative Planning, adding an estimated $29.4M. The largest seller was Stewardship Advisors, cutting an estimated $6.9M.
- 299 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2021, up from 281 in Q2 2021.
- Funds reported $1.33B of Vanguard ESG US Stock ETF stock for Q3 2021, down 6.4% quarter-over-quarter.
- 35 funds opened new Vanguard ESG US Stock ETF positions in Q3 2021 and 12 closed out, a net change of +23 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q3 2021 was Creative Planning, an estimated $29.4M added.
- The largest Vanguard ESG US Stock ETF seller in Q3 2021 was Stewardship Advisors, an estimated $6.9M sold.
Based on aggregated 13F filings for Q3 2021.