Vanguard ESG US Stock ETF
ESGV
400 hedge funds and large institutions have $1.62B invested in Vanguard ESG US Stock ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 112 reducing their positions, and 33 closing their positions.
118% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 33
52% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 112
8% more funds holding
Funds holding: 371 → 400 (+29)
4.82% less ownership
Funds ownership: 33.39% → 28.57% (-4.8%)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
20% less capital invested
Capital invested by funds: $2.03B → $1.62B (-$413M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.3M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
+$13.8M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$8.65M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$7.87M |
| 5 |
CA
Cambridge Associates
Boston,
Massachusetts
|
+$7.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$17.4M |
| 2 |
VF
Visa Foundation
San Francisco,
California
|
-$11.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$9.93M |
| 4 |
Goldman Sachs
New York
|
-$6.25M |
| 5 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$5.48M |
ESGV Hedge Fund Activity: Q4 2022 in Review
400 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2022, worth a combined $1.62B — down 20% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new ESGV positions and 33 closed out — a net gain of 39 holders — while 170 added to existing stakes and 112 trimmed.
The largest buyer was Vanguard Group, adding an estimated $14.3M. The largest seller was Equitable Holdings, cutting an estimated $17.4M.
- 400 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2022, up from 371 in Q3 2022.
- Funds reported $1.62B of Vanguard ESG US Stock ETF stock for Q4 2022, down 20% quarter-over-quarter.
- 72 funds opened new Vanguard ESG US Stock ETF positions in Q4 2022 and 33 closed out, a net change of +39 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q4 2022 was Vanguard Group, an estimated $14.3M added.
- The largest Vanguard ESG US Stock ETF seller in Q4 2022 was Equitable Holdings, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2022.