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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
SCA
376
Stonebridge Capital Advisors
Minnesota
$2K
CWM
377
CarsonAllaria Wealth Management
Illinois
$2K +$2.14K +25 New
FFG
378
Ford Financial Group
California
$7 +$7K +82 New
JPG
379
Jordan Park Group
California
-$3.83M -47,892 Closed
TRCT
380
Tower Research Capital (TRC)
New York
-$1.6M -19,960 Closed
CI
381
CX Institutional
Indiana
-$980K -12,247 Closed
BOS
382
Bingham Osborn & Scarborough
California
-$821K -10,261 Closed
CCWA
383
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$793K -9,905 Closed
PFC
384
Phocas Financial Corp
California
-$737K -9,202 Closed
NEPWA
385
New England Private Wealth Advisors
Massachusetts
-$397K -4,958 Closed
Principal Financial Group
386
Principal Financial Group
Iowa
-$390K -4,872 Closed
GPA
387
Guidance Point Advisors
Massachusetts
-$123K -1,548 Closed
VCM
388
Vigilant Capital Management
Maine
-$32K -398 Closed
GRP
389
Global Retirement Partners
California
-$18K -227 Closed
CAAS
390
Capital Asset Advisory Services
Michigan
-$16K -203 Closed
PP
391
Pacifica Partners
Canada
-$13K -155 Closed
IWA
392
IBEX Wealth Advisors
New Jersey
-$11K -136 Closed
LWM
393
Liberty Wealth Management
California
-$8K -99 Closed
AL
394
ADE LLC
Maryland
-$6K -71 Closed
SWM
395
Selective Wealth Management
Virginia
+$171 +2 New
TCWA
396
Ten Capital Wealth Advisors
Washington
+$427 +5 New

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.