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
JWA
326
JFS Wealth Advisors
Pennsylvania
$113K
AFG
327
Albion Financial Group
Utah
$108K +$105K +1,225 New
TWA
328
TCI Wealth Advisors
Arizona
$106K
HNB
329
Huntington National Bank
Ohio
$94K
CT
330
Caldwell Trust
Florida
$86.6K +$37.2K +435 +79%
JWM
331
Janiczek Wealth Management
Colorado
$82K +$12.8K +150 +19%
BFC
332
Bedel Financial Consulting
Indiana
$80K
CA
333
Cornerstone Advisory
Maryland
$76K +$74.7K +874 New
LWA
334
Lenox Wealth Advisors
New York
$75K +$72.9K +853 New
AIA
335
Arcadia Investment Advisors
Idaho
$72.5K
AWA
336
Amplius Wealth Advisors
Pennsylvania
$72K +$70.4K +824 New
BWS
337
BCR Wealth Strategies
Alabama
$69K +$67.1K +786 New
AWM
338
Abound Wealth Management
Tennessee
$68.7K +$66.7K +781 New
NSIM
339
North Star Investment Management
Illinois
$68K +$171 +2 +0.3%
CWS
340
Confluence Wealth Services
Pennsylvania
$67K +$65.6K +768 New
CFD
341
Creative Financial Designs
Indiana
$62K +$17.7K +207 +41%
NOI
342
Newton One Investments
Delaware
$51K
RBC
343
Roble Belko & Company
Pennsylvania
$51K
BWA
344
BDO Wealth Advisors
Florida
$48K
HS
345
Horan Securities
United States
$48K +$46.8K +548 New
First Manhattan
346
First Manhattan
New York
$43K +$30.3K +355 +254%
FRA
347
Front Row Advisors
California
$41K +$2.56K +30 +7%
GEA
348
Glen Eagle Advisors
New Jersey
$38.7K
EI
349
Ellevest Inc
New York
$38K -$83.7K -980 -70%
WFA
350
Wells Financial Advisors
Massachusetts
$36K -$13.4K -157 -28%

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.