Vanguard ESG US Stock ETF
ESGV
495 hedge funds and large institutions have $2.8B invested in Vanguard ESG US Stock ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 200 increasing their positions, 146 reducing their positions, and 25 closing their positions.
72% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 25
37% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 146
6% more capital invested
Capital invested by funds: $2.63B → $2.8B (+$170M)
2% more funds holding
Funds holding: 484 → 495 (+11)
0.22% more ownership
Funds ownership: 31.36% → 31.59% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 23 → 23 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$64.6M |
| 2 |
FCG
Financial Connections Group
Corte Madera,
California
|
+$14M |
| 3 |
JP Morgan Chase
New York
|
+$12.6M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$11.7M |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$27.3M |
| 2 |
BCAM
Boston Common Asset Management
Boston,
Massachusetts
|
-$18.6M |
| 3 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$6.11M |
| 4 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$5.77M |
| 5 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$5.23M |
ESGV Hedge Fund Activity: Q2 2024 in Review
495 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2024, worth a combined $2.8B — up 6.5% from $2.63B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new ESGV positions and 25 closed out — a net gain of 18 holders — while 200 added to existing stakes and 146 trimmed.
The largest buyer was Vanguard Group, adding an estimated $64.6M. The largest seller was Retirement Capital Strategies, cutting an estimated $27.3M.
- 495 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2024, up from 484 in Q1 2024.
- Funds reported $2.8B of Vanguard ESG US Stock ETF stock for Q2 2024, up 6.5% quarter-over-quarter.
- 43 funds opened new Vanguard ESG US Stock ETF positions in Q2 2024 and 25 closed out, a net change of +18 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q2 2024 was Vanguard Group, an estimated $64.6M added.
- The largest Vanguard ESG US Stock ETF seller in Q2 2024 was Retirement Capital Strategies, an estimated $27.3M sold.
Based on aggregated 13F filings for Q2 2024.