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Vanguard ESG US Stock ETF
ESGV

368 hedge funds and large institutions have $1.58B invested in Vanguard ESG US Stock ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 91

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

1.25% more ownership

Funds ownership: 33.23% → 34.48% (+1.2%)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 373 → 368 (-5)

14% less capital invested

Capital invested by funds: $1.84B → $1.58B (-$267M)

Holders
368
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
6.2%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.34%
New
41
Increased
182
Reduced
91
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$35.7M
2
VCM
Verde Capital Management
Michigan
+$16.9M
3
Creative Planning
Creative Planning
Kansas
+$15M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$13.9M
5
Betterment LLC
Betterment LLC
New York
+$7.29M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$30.9M
2
VF
Visa Foundation
California
-$12.1M
3
CA
Crewe Advisors
Utah
-$7.63M
4
BSW
Buckingham Strategic Wealth
Missouri
-$6.91M
5
KIM
Karpus Investment Management
New York
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
376
tru Independence
Oregon
– -$810K -10,000 Closed
PHAM
377
Palisades Hudson Asset Management
Florida
– -$635K -7,837 Closed
LIG
378
Lokken Investment Group
Delaware
– -$415K -5,691 Closed
BRWA
379
B. Riley Wealth Advisors
Florida
– -$441K -5,433 Closed
WAL
380
W Advisors LLC
Tennessee
– -$426K -5,254 Closed
DWM
381
Dakota Wealth Management
Florida
– -$336K -4,150 Closed
EI
382
Ethic Inc
New York
– -$293K -3,613 Closed
RCAG
383
Rehmann Capital Advisory Group
Michigan
– -$286K -3,525 Closed
MWM
384
Meridian Wealth Management
Kentucky
– -$271K -3,339 Closed
AWP
385
Abacus Wealth Partners
California
– -$258K -3,176 Closed
DC
386
DeDora Capital
California
– -$253K -3,116 Closed
MCM
387
MAI Capital Management
Ohio
– -$243K -3,000 Closed
CBFP
388
Cedar Brook Financial Partners
Ohio
– -$242K -2,981 Closed
FFN
389
Focus Financial Network
Minnesota
– -$241K -2,971 Closed
MCM
390
Mengis Capital Management
Oregon
– -$236K -2,914 Closed
SA
391
Stewardship Advisors
Pennsylvania
– -$234K -2,883 Closed
PS
392
Portfolio Solutions
Michigan
– -$233K -2,868 Closed
CPWMP
393
Cardinal Point Wealth Management Partners
California
– -$221K -2,725 Closed
RC
394
RegentAtlantic Capital
New Jersey
– -$220K -2,710 Closed
FA
395
FC Advisory
Pennsylvania
– -$219K -2,695 Closed
CWM
396
Cornerstone Wealth Management
Missouri
– -$215K -2,656 Closed
PNC
397
Park National Corp
Ohio
– -$213K -2,617 Closed
EFG
398
Everhart Financial Group
Ohio
– -$212K -2,616 Closed
MWM
399
Modera Wealth Management
New Jersey
– -$212K -2,614 Closed
ACM
400
Alpha Capital Management
Texas
– -$209K -2,583 Closed
13 14 15
16
17

ESGV Hedge Fund Activity: Q2 2022 in Review

368 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2022, worth a combined $1.58B — down 14% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ESGV and 41 opened new positions — a net loss of 2 holders — while 91 trimmed existing stakes and 182 added.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $35.7M. The largest seller was CFS Investment Advisory Services, cutting an estimated $30.9M.

  • 368 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2022, down from 373 in Q1 2022.
  • Funds reported $1.58B of Vanguard ESG US Stock ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 41 funds opened new Vanguard ESG US Stock ETF positions in Q2 2022 and 43 closed out, a net change of -2 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2022 was Angeles Investment Advisors, an estimated $35.7M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2022.