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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
Fiera Capital (Canada)
351
Fiera Capital (Canada)
Quebec, Canada
$217K +$204K +2,771 New
WWM
352
Windsor Wealth Management
Indiana
$215K +$202K +2,747 New
CPA
353
Cardiff Park Advisors
California
$213K +$589 +8 +0.3%
RCM
354
RB Capital Management
Nevada
$212K +$199K +2,709 New
DSN
355
D. Scott Neal
Kentucky
$205K +$193K +2,618 New
KC
356
Kades & Cheifetz
Pennsylvania
$203K +$191K +2,595 New
IC
357
IEQ Capital
California
$203K -$120K -1,623 -39%
EFG
358
Everhart Financial Group
Ohio
$202K +$190K +2,584 New
BCMO
359
Buckingham Capital Management (Ohio)
Ohio
$200K +$188K +2,555 New
Citigroup
360
Citigroup
New York
$198K +$10.6K +144 +6%
MWM
361
Mascoma Wealth Management
New Hampshire
$195K -$13.3K -180 -7%
JWA
362
JFS Wealth Advisors
Pennsylvania
$184K – – –
EWM
363
Evermay Wealth Management
Virginia
$183K +$172K +2,330 New
BA
364
Bristlecone Advisors
Washington
$173K – – –
OFG
365
Oxford Financial Group
Indiana
$173K +$162K +2,205 New
NSIM
366
North Star Investment Management
Illinois
$162K +$442 +6 +0.3%
C
367
Covestor
United Kingdom
$160K -$10.2K -139 -6%
SMFG
368
Sumitomo Mitsui Financial Group
Japan
$142K -$3.98K -54 -3%
AFS
369
Annapolis Financial Services
Maryland
$142K -$1.84K -25 -1%
ACA
370
Atlas Capital Advisors
Wyoming
$137K +$147 +2 +0.1%
CWA
371
Carolina Wealth Advisors
South Carolina
$134K – – –
TWC
372
TD Waterhouse Canada
Ontario, Canada
$133K – – –
ME
373
McIlrath & Eck
Washington
$132K -$5.3K -72 -4%
PFBT
374
Parkside Financial Bank & Trust
Missouri
$127K +$120K +1,627 New
PAI
375
Pittenger & Anderson Inc
Nebraska
$126K – – –
13 14
15
16 17

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.