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Vanguard ESG US Stock ETF
ESGV

427 hedge funds and large institutions have $2.23B invested in Vanguard ESG US Stock ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 145 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $2B → $2.23B (+$234M)

10% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 145

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

3% more funds holding

Funds holding: 415 → 427 (+12)

5.04% less ownership

Funds ownership: 38.14% → 33.1% (-5%)

Holders
427
Holders Change
+12
Holders Change %
+2.89%
% of All Funds
6.7%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
41
Increased
160
Reduced
145
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$22.9M
2
Goldman Sachs
Goldman Sachs
New York
+$12.1M
3
Morgan Stanley
Morgan Stanley
New York
+$8.33M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$6.85M
5
AIA
Angeles Investment Advisors
California
+$5M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$309M
2
SWG
Summit Wealth Group
Vermont
-$25.9M
3
VF
Visa Foundation
California
-$20.3M
4
AFA
American Financial Advisors
Georgia
-$11.4M
5
FTUS
Flow Traders U.S.
New York
-$5.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
376
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K +$21K +285 +22%
RLIM
377
Red Lighthouse Investment Management
New York
$123K – – –
AF
378
Allworth Financial
California
$81.5K – – –
CT
379
Caldwell Trust
Florida
$81.5K – – –
AF
380
Advisornet Financial
Minnesota
$76.4K -$19.6K -266 -21%
US Bancorp
381
US Bancorp
Minnesota
$74.8K +$31.7K +430 +82%
WOSD
382
WFA of San Diego
California
$72.2K +$67.8K +921 New
BWP
383
Baldwin Wealth Partners
Massachusetts
$72.1K – – –
AWM
384
Abound Wealth Management
Tennessee
$71.8K +$4.2K +57 +7%
TC
385
Trust Company
Kansas
$71.1K -$6.41K -87 -9%
TCOV
386
Trust Company of Vermont
Vermont
$70.5K – – –
APW
387
Acima Private Wealth
Virginia
$68.3K – – –
Fidelity Investments
388
Fidelity Investments
Massachusetts
$64.2K -$18.7K -254 -24%
JWM
389
Janiczek Wealth Management
Colorado
$62.2K -$9.13K -124 -14%
SWM
390
Spire Wealth Management
Virginia
$58.1K +$54.6K +741 New
PSB
391
Piscataqua Savings Bank
New Hampshire
$55.7K +$4.05K +55 +8%
GWM
392
Grand Wealth Management
Michigan
$51.6K – – –
VCM
393
Vigilant Capital Management
Maine
$49K – – –
NOI
394
Newton One Investments
Delaware
$46.1K +$74 +1 +0.2%
PTC
395
Private Trust Company
Ohio
$45.4K – – –
GWSA
396
Global Wealth Strategies & Associates
Colorado
$44.3K – – –
LOIP
397
Live Oak Investment Partners
Texas
$41K – – –
DIP
398
DT Investment Partners
Pennsylvania
$39.9K – – –
BWA
399
BDO Wealth Advisors
Florida
$36.4K – – –
SCA
400
Stonebridge Capital Advisors
Minnesota
$35.3K +$33.1K +450 New
14 15
16
17 18

ESGV Hedge Fund Activity: Q2 2023 in Review

427 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2023, worth a combined $2.23B — up 12% from $2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ESGV positions and 25 closed out — a net gain of 16 holders — while 160 added to existing stakes and 145 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $22.9M. The largest seller was Betterment LLC, cutting an estimated $309M.

  • 427 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2023, up from 415 in Q1 2023.
  • Funds reported $2.23B of Vanguard ESG US Stock ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 41 funds opened new Vanguard ESG US Stock ETF positions in Q2 2023 and 25 closed out, a net change of +16 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $22.9M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2023 was Betterment LLC, an estimated $309M sold.

Based on aggregated 13F filings for Q2 2023.