Vanguard ESG US Stock ETF
ESGV
415 hedge funds and large institutions have $2B invested in Vanguard ESG US Stock ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 184 increasing their positions, 110 reducing their positions, and 30 closing their positions.
70% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 30
67% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 110
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
23% more capital invested
Capital invested by funds: $1.62B → $2B (+$379M)
9.56% more ownership
Funds ownership: 28.57% → 38.14% (+9.6%)
4% more funds holding
Funds holding: 400 → 415 (+15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$287M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$261M |
| 3 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$26.1M |
| 4 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$7.21M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$5.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.4M |
| 2 |
VF
Visa Foundation
San Francisco,
California
|
-$10.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$8.8M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$8.24M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.54M |
ESGV Hedge Fund Activity: Q1 2023 in Review
415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2023, worth a combined $2B — up 23% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new ESGV positions and 30 closed out — a net gain of 21 holders — while 184 added to existing stakes and 110 trimmed.
The largest buyer was Betterment LLC, adding an estimated $287M. The largest seller was Morgan Stanley, cutting an estimated $11.4M.
- 415 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2023, up from 400 in Q4 2022.
- Funds reported $2B of Vanguard ESG US Stock ETF stock for Q1 2023, up 23% quarter-over-quarter.
- 51 funds opened new Vanguard ESG US Stock ETF positions in Q1 2023 and 30 closed out, a net change of +21 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q1 2023 was Betterment LLC, an estimated $287M added.
- The largest Vanguard ESG US Stock ETF seller in Q1 2023 was Morgan Stanley, an estimated $11.4M sold.
Based on aggregated 13F filings for Q1 2023.