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Vanguard ESG US Stock ETF
ESGV

484 hedge funds and large institutions have $2.63B invested in Vanguard ESG US Stock ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

13% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 164

3% more funds holding

Funds holding: 470 → 484 (+14)

2% less capital invested

Capital invested by funds: $2.68B → $2.63B (-$52.9M)

4% less funds holding in top 10

Funds holding in top 10: 24 → 23 (-1)

4.77% less ownership

Funds ownership: 36.13% → 31.36% (-4.8%)

Holders
484
Holders Change
+14
Holders Change %
+2.98%
% of All Funds
6.97%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
41
Increased
186
Reduced
164
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCAM
Boston Common Asset Management
Massachusetts
+$17.7M
2
I
IMPACTfolio
Colorado
+$17.7M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$15.8M
4
CAM
Clarity Asset Management
Iowa
+$14.8M
5
RCS
Retirement Capital Strategies
California
+$7.89M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$273M
2
Morgan Stanley
Morgan Stanley
New York
-$76.6M
3
FCG
Financial Connections Group
California
-$12.3M
4
VF
Visa Foundation
California
-$10.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
351
Bluestem Financial Advisors
Illinois
$300K +$267 +3 +0.1%
AAG
352
Armstrong Advisory Group
Massachusetts
$298K – – –
AWM
353
Apollon Wealth Management
South Carolina
$296K -$1.96K -22 -0.7%
SFPG
354
Stonebridge Financial Planning Group
Florida
$290K – – –
CBFP
355
Cedar Brook Financial Partners
Ohio
$285K +$622 +7 +0.2%
FCIM
356
Fairview Capital Investment Management
California
$284K -$17.8K -200 -6%
SC
357
Savant Capital
Illinois
$281K +$711 +8 +0.3%
PNC
358
Park National Corp
Ohio
$280K – – –
MGIA
359
Moneta Group Investment Advisors
Missouri
$280K +$40.5K +455 +18%
MCM
360
Mengis Capital Management
Oregon
$277K +$8.89K +100 +3%
SPW
361
Sonoma Private Wealth
California
$277K +$5.25K +59 +2%
CA
362
Continuum Advisory
Idaho
$273K -$287K -3,228 -52%
Citigroup
363
Citigroup
New York
$271K +$48.9K +550 +23%
Envestnet Portfolio Solutions
364
Envestnet Portfolio Solutions
Illinois
$268K +$1.6K +18 +0.6%
HH
365
Hilltop Holdings
Texas
$267K +$255K +2,870 New
FFN
366
Focus Financial Network
Minnesota
$265K -$3.82K -43 -1%
Fiera Capital (Canada)
367
Fiera Capital (Canada)
Quebec, Canada
$261K +$622 +7 +0.3%
RA
368
Regis Acquisition
Colorado
$260K +$248K +2,785 New
AAS
369
Avantax Advisory Services
Texas
$259K +$247K +2,783 New
CM
370
Capital Management
Virginia
$258K -$482K -5,420 -66%
CPA
371
Cardiff Park Advisors
California
$256K +$534 +6 +0.2%
BCMO
372
Buckingham Capital Management (Ohio)
Ohio
$256K +$18.2K +205 +8%
NAS
373
NWF Advisory Services
California
$256K – – –
WWP
374
Waypoint Wealth Partners
California
$254K – – –
UBV
375
United Bank (Virginia)
Virginia
$253K +$242K +2,720 New
13 14
15
16 17

ESGV Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2024, worth a combined $2.63B — down 2% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ESGV positions and 23 closed out — a net gain of 18 holders — while 186 added to existing stakes and 164 trimmed.

The largest buyer was Boston Common Asset Management, opening a new position worth an estimated $17.7M. The largest seller was Vanguard Group, cutting an estimated $273M.

  • 484 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2024, up from 470 in Q4 2023.
  • Funds reported $2.63B of Vanguard ESG US Stock ETF stock for Q1 2024, down 2% quarter-over-quarter.
  • 41 funds opened new Vanguard ESG US Stock ETF positions in Q1 2024 and 23 closed out, a net change of +18 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2024 was Boston Common Asset Management, an estimated $17.7M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2024 was Vanguard Group, an estimated $273M sold.

Based on aggregated 13F filings for Q1 2024.