We are live on ! Find out more
ESGV icon

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
TAM
301
Townsend Asset Management
North Carolina
$222K -$2.31K -27 -1%
AAS
302
Avantax Advisory Services
Texas
$221K -$513 -6 -0.2%
Fidelity Investments
303
Fidelity Investments
Massachusetts
$221K -$171 -2 -0.1%
PP
304
Patron Partners
Texas
$220K -$8.8K -103 -4%
MWA
305
Martel Wealth Advisors
Washington
$219K +$213K +2,489 New
Financial Engines Advisors
306
Financial Engines Advisors
California
$218K +$212K +2,482 New
RP
307
Rice Partnership
Hawaii
$213K +$207K +2,425 New
PCA
308
Personal Capital Advisors
California
$212K -$561K -6,562 -72%
KTC
309
Kistler-Tiffany Companies
Pennsylvania
$210K -$26.1K -306 -11%
C
310
Covestor
United Kingdom
$209K +$203K +2,379 New
RF
311
Resolute Financial
Massachusetts
$208K +$202K +2,365 New
HA
312
Herold Advisors
New York
$207K
AWM
313
AE Wealth Management
Kansas
$207K +$202K +2,360 New
BIA
314
Bigelow Investment Advisors
Maine
$202K +$196K +2,295 New
BA
315
Bristlecone Advisors
Washington
$202K +$196K +2,299 New
GB
316
Goepper Burkhardt
South Carolina
$202K +$196K +2,300 New
OAM
317
Occidental Asset Management
California
$200K +$194K +2,275 New
CWA
318
Carolina Wealth Advisors
South Carolina
$187K +$63.6K +744 +54%
GWM
319
Geneos Wealth Management
Colorado
$184K +$62.3K +729 +53%
TWC
320
TD Waterhouse Canada
Ontario, Canada
$182K +$141K +1,645 New
ME
321
McIlrath & Eck
Washington
$156K -$1.02K -12 -0.7%
APW
322
Acima Private Wealth
Virginia
$145K
SCA
323
Sandy Cove Advisors
Massachusetts
$132K +$129K +1,507 New
SBL
324
Sargent Bickham Lagudis
Colorado
$126K +$427 +5 +0.3%
GWM
325
Grand Wealth Management
Michigan
$126K +$123K +1,436 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.