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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
NFG
351
Next Financial Group
Texas
$35K
WAS
352
Winch Advisory Services
Wisconsin
$34K
CPFP
353
Clear Perspectives Financial Planning
Ohio
$31K
EWM
354
Elmwood Wealth Management
California
$31K +$29.9K +350 New
IA
355
IFP Advisors
Florida
$30K
CHA
356
Carmichael Hill & Associates
Maryland
$30K +$29.3K +343 New
PCFFS
357
Pacific Center for Financial Services
California
$27K +$85 +1 +0.3%
CFA
358
Carroll Financial Associates
North Carolina
$26K
S
359
SignatureFD
Georgia
$26K
ARMC
360
American Research & Management Company
Massachusetts
$26K +$13.9K +163 +119%
AssetMark Inc
361
AssetMark Inc
California
$26K +$25.3K +296 New
TCOV
362
Trust Company of Vermont
Vermont
$26K +$25.6K +300 New
MFAM
363
M Financial Asset Management
Oregon
$24K
CAPTRUST Financial Advisors
364
CAPTRUST Financial Advisors
North Carolina
$23K +$683 +8 +3%
AF
365
Advisornet Financial
Minnesota
$22K
US Bancorp
366
US Bancorp
Minnesota
$20K
TCM
367
TD Capital Management
Tennessee
$20K +$85 +1 +0.4%
GI
368
Gradient Investments
Minnesota
$20K +$7.52K +88 +65%
DSC
369
Duncker Streett & Co
Missouri
$14K +$85 +1 +0.6%
TFA
370
Toth Financial Advisory
Virginia
$13K +$85 +1 +0.7%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.3K +120 New
GLLW
372
Graves Light Lenhart Wealth
Virginia
$8K
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$8K
SQA
374
Simon Quick Advisors
New Jersey
$4K
BlackRock
375
BlackRock
New York
$2K -$171 -2 -7%

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.