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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
STCOSD
301
Sageworth Trust Company of South Dakota
South Dakota
$267K – – –
SPIA
302
Steward Partners Investment Advisory
New York
$264K +$139 +2 +0.1%
FFG
303
Fullen Financial Group
Ohio
$263K +$697 +10 +0.3%
BFA
304
Bluestem Financial Advisors
Illinois
$260K +$697 +10 +0.3%
PWMAG
305
Pinnacle Wealth Management Advisory Group
New Jersey
$257K – – –
PFG
306
Pinnacle Financial Group
Illinois
$256K +$348 +5 +0.1%
AWM
307
Atticus Wealth Management
Florida
$254K +$627 +9 +0.3%
SPA
308
Sentinel Pension Advisors
Massachusetts
$252K – – –
WIA
309
World Investment Advisors
California
$252K +$245K +3,517 New
FOA
310
Five Oceans Advisors
California
$252K – – –
PWP
311
Principle Wealth Partners
Connecticut
$252K +$6.97K +100 +3%
APG
312
Abacus Planning Group
South Carolina
$251K – – –
LNC
313
Lincoln National Corp
Pennsylvania
$251K +$418 +6 +0.2%
BFS
314
Bradley Foster & Sargent
Connecticut
$248K – – –
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$243K +$14.6K +210 +7%
GSIS
316
Global Strategic Investment Solutions
Arizona
$242K – – –
AWM
317
Apollon Wealth Management
South Carolina
$242K +$9.06K +130 +4%
ZF
318
Zhang Financial
Michigan
$236K -$3.21K -46 -1%
TAM
319
Tocqueville Asset Management
New York
$235K – – –
FCIM
320
Fairview Capital Investment Management
California
$233K – – –
CT
321
Cambridge Trust
Massachusetts
$232K +$3.27K +47 +1%
Massachusetts Financial Services
322
Massachusetts Financial Services
Massachusetts
$232K -$480K -6,892 -68%
CWP
323
Corepath Wealth Partners
Arizona
$227K – – –
NAS
324
NWF Advisory Services
California
$223K +$198K +2,845 New
TP
325
Tranquility Partners
Tennessee
$217K +$211K +3,027 New
11 12
13
14 15

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.