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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
LA
326
LexAurum Advisors
Kansas
$266K -$70.3K -955 -22%
GSIS
327
Global Strategic Investment Solutions
Arizona
$264K – – –
AWM
328
Apollon Wealth Management
South Carolina
$258K -$6.18K -84 -2%
ZF
329
Zhang Financial
Michigan
$258K – – –
TAM
330
Tocqueville Asset Management
New York
$257K – – –
FCIM
331
Fairview Capital Investment Management
California
$255K – – –
CWP
332
Corepath Wealth Partners
Arizona
$254K – – –
AAS
333
Avantax Advisory Services
Texas
$238K +$589 +8 +0.3%
CBFP
334
Cedar Brook Financial Partners
Ohio
$238K +$663 +9 +0.3%
TP
335
Tranquility Partners
Tennessee
$237K – – –
JFG
336
Jefferies Financial Group
New York
$236K -$91.5K -1,242 -29%
PNC
337
Park National Corp
Ohio
$236K +$16.3K +221 +8%
SPW
338
Sonoma Private Wealth
California
$236K +$4.57K +62 +2%
MCM
339
Mengis Capital Management
Oregon
$236K +$4.93K +67 +2%
LPT
340
Legacy Private Trust
Wisconsin
$233K -$83.2K -1,130 -28%
GWM
341
Geneos Wealth Management
Colorado
$232K +$2.65K +36 +1%
BC
342
Brio Consultants
California
$229K +$215K +2,920 New
SC
343
Savant Capital
Illinois
$228K +$515 +7 +0.2%
GA
344
Greytown Advisors
Florida
$228K – – –
PCM
345
Parsons Capital Management
Rhode Island
$228K – – –
MWA
346
Martel Wealth Advisors
Washington
$224K – – –
FWA
347
FSM Wealth Advisors
Ohio
$224K +$295 +4 +0.1%
NAS
348
NWF Advisory Services
California
$223K – – –
JIC
349
Johnson Investment Counsel
Ohio
$222K – – –
MGIA
350
Moneta Group Investment Advisors
Missouri
$218K +$205K +2,782 New
12 13
14
15 16

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.