We are live on ! Find out more
ESGV icon

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
GEA
401
Glen Eagle Advisors
New Jersey
$34.5K – – –
PCFFS
402
Pacific Center for Financial Services
California
$33.7K +$147 +2 +0.5%
HS
403
Horan Securities
United States
$33.6K -$442 -6 -1%
WFA
404
Wells Financial Advisors
Massachusetts
$31.3K -$19.4K -264 -40%
RBC
405
Roble Belko & Company
Pennsylvania
$31K -$2.87K -39 -9%
CCP
406
Carmel Capital Partners
California
$30.9K – – –
IA
407
IFP Advisors
Florida
$30.1K +$221 +3 +0.8%
WAS
408
Winch Advisory Services
Wisconsin
$30K – – –
CHA
409
Carmichael Hill & Associates
Maryland
$27.4K +$74 +1 +0.3%
S
410
SignatureFD
Georgia
$23.1K – – –
BAAM
411
Baker Avenue Asset Management
California
$21.9K – – –
FRA
412
Front Row Advisors
California
$21K – – –
FSWA
413
Financial Synergies Wealth Advisors
Texas
$19.7K +$295 +4 +2%
RA
414
Rise Advisors
New York
$18.9K +$1.47K +20 +9%
TFA
415
Toth Financial Advisory
Virginia
$17.2K +$74 +1 +0.5%
NFSG
416
Newbridge Financial Services Group
Florida
$13.8K – – –
OA
417
Operose Advisors
Wisconsin
$11.9K +$11.2K +152 New
GWSG
418
GPS Wealth Strategies Group
Colorado
$11.8K – – –
First Manhattan
419
First Manhattan
New York
$11K -$108K -1,470 -91%
CSC
420
Caldwell Sutter Capital
California
$10.3K +$9.65K +131 New
GI
421
Gradient Investments
Minnesota
$9.32K – – –
CSB
422
City State Bank
Iowa
$8K – – –
CFD
423
Creative Financial Designs
Indiana
$7.83K -$44.7K -607 -86%
GRP
424
Global Retirement Partners
California
$7.83K – – –
RCM
425
Rain Capital Management
Oregon
$5.66K -$1.26M -17,146 -100%
15 16
17
18 19

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.