We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF
ESGV

470 hedge funds and large institutions have $2.68B invested in Vanguard ESG US Stock ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 19

41% more funds holding in top 10

Funds holding in top 10: 17 → 24 (+7)

30% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 137

30% more capital invested

Capital invested by funds: $2.07B → $2.68B (+$616M)

12% more funds holding

Funds holding: 421 → 470 (+49)

3.73% more ownership

Funds ownership: 32.41% → 36.13% (+3.7%)

Holders
470
Holders Change
+49
Holders Change %
+11.64%
% of All Funds
6.85%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.35%
New
74
Increased
178
Reduced
137
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$71.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$69.5M
3
RCS
Retirement Capital Strategies
California
+$20.2M
4
Cerity Partners
Cerity Partners
New York
+$15M
5
FCG
Financial Connections Group
California
+$11.4M

Top Sellers

Rank Fund Capital Flow
1
VF
Visa Foundation
California
-$9.28M
2
FTUS
Flow Traders U.S.
New York
-$3.94M
3
EW
Evoke Wealth
California
-$3.89M
4
SC
Soundwatch Capital
Connecticut
-$3.65M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
451
Toth Financial Advisory
Virginia
$18.8K – – –
EA
452
Evolution Advisers
Virginia
$17K +$15.7K +199 New
OSAM
453
O'Shaughnessy Asset Management
Connecticut
$16.6K +$15.1K +191 +4,775%
FSWA
454
Financial Synergies Wealth Advisors
Texas
$15.2K -$2.92K -37 -14%
PS
455
Principal Securities
Iowa
$14.3K +$13.2K +168 New
CFD
456
Creative Financial Designs
Indiana
$14K – – –
CAM
457
Clarity Asset Management
Iowa
$13.2K +$12.3K +156 New
OA
458
Operose Advisors
Wisconsin
$13.1K +$79 +1 +0.7%
GWSG
459
GPS Wealth Strategies Group
Colorado
$12.8K – – –
B
460
Birchbrook
Maine
$12.6K +$11.7K +148 New
First Manhattan
461
First Manhattan
New York
$11.9K – – –
ACA
462
Aptus Capital Advisors
Alabama
$10.5K +$9.77K +124 New
CSB
463
City State Bank
Iowa
$9K – – –
DFA
464
DHJJ Financial Advisors
Illinois
$8.51K – – –
GRP
465
Global Retirement Partners
California
$8.49K – – –
PCMC
466
Planning Capital Management Corporation
Pennsylvania
$6.04K +$5.6K +71 New
PWMG
467
Provence Wealth Management Group
California
$5.1K – – –
FWM
468
FSA Wealth Management
Massachusetts
$5K +$4.89K +62 New
GWS
469
Glassman Wealth Services
Virginia
$3.23K +$2.68K +34 +850%
BL
470
BFSG LLC
California
$2.72K +$2.52K +32 New
GI
471
Gradient Investments
Minnesota
$170 – – –
CSPAM
472
Cary Street Partners Asset Management
Virginia
– -$103K -103,431 Closed
FTUS
473
Flow Traders U.S.
New York
– -$3.94M -52,413 Closed
SC
474
Soundwatch Capital
Connecticut
– -$3.65M -48,582 Closed
FSA
475
Financial Services Advisory
Maryland
– -$759K -10,093 Closed
16 17 18
19
20

ESGV Hedge Fund Activity: Q4 2023 in Review

470 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2023, worth a combined $2.68B — up 30% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ESGV positions and 19 closed out — a net gain of 55 holders — while 178 added to existing stakes and 137 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $71.3M. The largest seller was Visa Foundation, cutting an estimated $9.28M.

  • 470 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2023, up from 421 in Q3 2023.
  • Funds reported $2.68B of Vanguard ESG US Stock ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 74 funds opened new Vanguard ESG US Stock ETF positions in Q4 2023 and 19 closed out, a net change of +55 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q4 2023 was Morgan Stanley, an estimated $71.3M added.
  • The largest Vanguard ESG US Stock ETF seller in Q4 2023 was Visa Foundation, an estimated $9.28M sold.

Based on aggregated 13F filings for Q4 2023.