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Vanguard ESG US Stock ETF
ESGV

373 hedge funds and large institutions have $1.84B invested in Vanguard ESG US Stock ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 186 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 92

1.6% more ownership

Funds ownership: 31.63% → 33.23% (+1.6%)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

5% less capital invested

Capital invested by funds: $1.94B → $1.84B (-$94.9M)

2% less funds holding

Funds holding: 379 → 373 (-6)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

Holders
373
Holders Change
-6
Holders Change %
-1.58%
% of All Funds
5.88%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
35
Increased
186
Reduced
92
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$34.2M
2
EH
Equitable Holdings
New York
+$20.6M
3
AFA
American Financial Advisors
Georgia
+$18.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$11.5M
5
BSW
Buckingham Strategic Wealth
Missouri
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$28.9M
2
RWM
Refined Wealth Management
Utah
-$21.1M
3
VF
Visa Foundation
California
-$11.3M
4
PA
Parallel Advisors
California
-$9.63M
5
RCS
Retirement Capital Strategies
California
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
376
PFG Advisors
Arizona
– -$2.49M -28,362 Closed
SFS
377
Sowell Financial Services
Arkansas
– -$1.68M -19,071 Closed
FCAG
378
First Capital Advisors Group
New Jersey
– -$1.6M -18,267 Closed
SIA
379
SkyView Investment Advisors
New Jersey
– -$1.6M -18,267 Closed
OFP
380
OLIO Financial Planning
Virginia
– -$895K -10,180 Closed
EC
381
Estate Counselors
Wisconsin
– -$523K -5,960 Closed
MWA
382
MFA Wealth Advisors
Pennsylvania
– -$521K -5,931 Closed
PSUF
383
People's United Financial
Connecticut
– -$305K -3,465 Closed
REMPR
384
Roof Eidam Maycock Peralta (REMP)
California
– -$286K -3,250 Closed
HSA
385
HBK Sorce Advisory
Pennsylvania
– -$279K -3,175 Closed
ACM
386
Armbruster Capital Management
New York
– -$268K -3,050 Closed
BCM
387
Barometer Capital Management
Ontario, Canada
– -$255K -2,900 Closed
ASN
388
Advisory Services Network
Georgia
– -$243K -2,765 Closed
PIMG
389
Patriot Investment Management Group
Tennessee
– -$234K -2,669 Closed
RPGK
390
Retirement Planning Group (Kansas)
Kansas
– -$232K -2,638 Closed
FWP
391
FAS Wealth Partners
Kansas
– -$224K -2,551 Closed
PCA
392
Personal Capital Advisors
California
– -$212K -2,537 Closed
AAS
393
Avantax Advisory Services
Texas
– -$221K -2,520 Closed
RF
394
Resolute Financial
Massachusetts
– -$208K -2,365 Closed
GB
395
Goepper Burkhardt
South Carolina
– -$202K -2,300 Closed
BA
396
Bristlecone Advisors
Washington
– -$202K -2,299 Closed
BIA
397
Bigelow Investment Advisors
Maine
– -$202K -2,295 Closed
OAM
398
Occidental Asset Management
California
– -$200K -2,275 Closed
CA
399
Cornerstone Advisory
Maryland
– -$76K -874 Closed
AWA
400
Amplius Wealth Advisors
Pennsylvania
– -$72K -824 Closed
13 14 15
16
17

ESGV Hedge Fund Activity: Q1 2022 in Review

373 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2022, worth a combined $1.84B — down 4.9% from $1.94B a quarter earlier.

Fund positioning in ESGV was balanced in Q1 2022: 35 funds opened new positions, 35 closed out, 186 added to existing stakes and 92 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $34.2M. The largest seller was Karpus Investment Management, cutting an estimated $28.9M.

  • 373 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2022, down from 379 in Q4 2021.
  • Funds reported $1.84B of Vanguard ESG US Stock ETF stock for Q1 2022, down 4.9% quarter-over-quarter.
  • 35 funds opened new Vanguard ESG US Stock ETF positions in Q1 2022 and 35 closed out, a net change of 0 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $34.2M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2022 was Karpus Investment Management, an estimated $28.9M sold.

Based on aggregated 13F filings for Q1 2022.