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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
AAS
326
Avantax Advisory Services
Texas
$217K +$211K +3,025 New
CBFP
327
Cedar Brook Financial Partners
Ohio
$217K +$211K +3,023 New
Lido Advisors
328
Lido Advisors
California
$212K +$206K +2,962 New
SPW
329
Sonoma Private Wealth
California
$211K +$205K +2,945 New
MCM
330
Mengis Capital Management
Oregon
$211K +$205K +2,939 New
GWM
331
Geneos Wealth Management
Colorado
$210K +$4.46K +64 +2%
IWC
332
Integrated Wealth Concepts
Massachusetts
$209K +$203K +2,919 New
GA
333
Greytown Advisors
Florida
$209K +$203K +2,910 New
SC
334
Savant Capital
Illinois
$208K +$203K +2,906 New
PCM
335
Parsons Capital Management
Rhode Island
$208K +$202K +2,905 New
IIA
336
Integral Investment Advisors
California
$207K -$52.6K -755 -21%
MWA
337
Martel Wealth Advisors
Washington
$205K +$200K +2,865 New
FWA
338
FSM Wealth Advisors
Ohio
$205K +$199K +2,857 New
JIC
339
Johnson Investment Counsel
Ohio
$203K +$197K +2,830 New
DC
340
DeDora Capital
California
$201K +$195K +2,804 New
PNC
341
Park National Corp
Ohio
$200K +$194K +2,790 New
CPA
342
Cardiff Park Advisors
California
$195K +$488 +7 +0.3%
MFA
343
Morling Financial Advisors
California
$195K -$14.8K -212 -7%
MWM
344
Mascoma Wealth Management
New Hampshire
$192K -$19.9K -285 -10%
Citigroup
345
Citigroup
New York
$171K +$24.8K +356 +18%
JWA
346
JFS Wealth Advisors
Pennsylvania
$169K – – –
BA
347
Bristlecone Advisors
Washington
$158K +$154K +2,206 New
C
348
Covestor
United Kingdom
$156K +$10.5K +151 +7%
NSIM
349
North Star Investment Management
Illinois
$148K +$348 +5 +0.2%
CMP
350
Coston McIsaac & Partners
Maine
$134K +$25.7K +369 +24%
12 13
14
15 16

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.