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Vanguard ESG US Stock ETF
ESGV

427 hedge funds and large institutions have $2.23B invested in Vanguard ESG US Stock ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 145 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $2B → $2.23B (+$234M)

10% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 145

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

3% more funds holding

Funds holding: 415 → 427 (+12)

5.04% less ownership

Funds ownership: 38.14% → 33.1% (-5%)

Holders
427
Holders Change
+12
Holders Change %
+2.89%
% of All Funds
6.7%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
41
Increased
160
Reduced
145
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$22.9M
2
Goldman Sachs
Goldman Sachs
New York
+$12.1M
3
Morgan Stanley
Morgan Stanley
New York
+$8.33M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$6.85M
5
AIA
Angeles Investment Advisors
California
+$5M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$309M
2
SWG
Summit Wealth Group
Vermont
-$25.9M
3
VF
Visa Foundation
California
-$20.3M
4
AFA
American Financial Advisors
Georgia
-$11.4M
5
FTUS
Flow Traders U.S.
New York
-$5.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
301
Prime Capital Investment Advisors
Kansas
$310K +$291K +3,951 New
SFPG
302
Stonebridge Financial Planning Group
Florida
$304K – – –
RP
303
Rice Partnership
Hawaii
$302K -$3.46K -47 -1%
PGAM
304
Princeton Global Asset Management
New Jersey
$300K +$736 +10 +0.3%
IIM
305
InTrack Investment Management
Vermont
$298K -$116K -1,581 -29%
SPIA
306
Steward Partners Investment Advisory
New York
$297K +$7.29K +99 +3%
PPW
307
Presilium Private Wealth
Pennsylvania
$294K -$7.51K -102 -3%
MAM
308
McLean Asset Management
Virginia
$293K – – –
AAG
309
Armstrong Advisory Group
Massachusetts
$292K -$26.5K -360 -9%
BFA
310
Bluestem Financial Advisors
Illinois
$284K +$736 +10 +0.3%
Lido Advisors
311
Lido Advisors
California
$281K +$46.1K +626 +21%
PWMAG
312
Pinnacle Wealth Management Advisory Group
New Jersey
$281K – – –
STCOSD
313
Sageworth Trust Company of South Dakota
South Dakota
$281K -$10.2K -139 -4%
AWM
314
Atticus Wealth Management
Florida
$278K +$736 +10 +0.3%
WIA
315
World Investment Advisors
California
$276K +$221 +3 +0.1%
FOA
316
Five Oceans Advisors
California
$275K – – –
PWP
317
Principle Wealth Partners
Connecticut
$275K – – –
CIAS
318
CFS Investment Advisory Services
New Jersey
$275K +$258K +3,504 New
APG
319
Abacus Planning Group
South Carolina
$275K – – –
SPA
320
Sentinel Pension Advisors
Massachusetts
$273K -$5.23K -71 -2%
AFS
321
Access Financial Services
Minnesota
$273K +$257K +3,484 New
IIA
322
Integral Investment Advisors
California
$272K +$42.7K +580 +20%
Cetera Investment Advisers
323
Cetera Investment Advisers
Illinois
$269K +$3.39K +46 +1%
BBW
324
Blue Barn Wealth
Utah
$268K -$25.8K -350 -9%
CMP
325
Coston McIsaac & Partners
Maine
$267K +$113K +1,538 +82%
11 12
13
14 15

ESGV Hedge Fund Activity: Q2 2023 in Review

427 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2023, worth a combined $2.23B — up 12% from $2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ESGV positions and 25 closed out — a net gain of 16 holders — while 160 added to existing stakes and 145 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $22.9M. The largest seller was Betterment LLC, cutting an estimated $309M.

  • 427 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2023, up from 415 in Q1 2023.
  • Funds reported $2.23B of Vanguard ESG US Stock ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 41 funds opened new Vanguard ESG US Stock ETF positions in Q2 2023 and 25 closed out, a net change of +16 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $22.9M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2023 was Betterment LLC, an estimated $309M sold.

Based on aggregated 13F filings for Q2 2023.