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Vanguard ESG US Stock ETF
ESGV

281 hedge funds and large institutions have $1.42B invested in Vanguard ESG US Stock ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

167% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 51

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

16% more capital invested

Capital invested by funds: $1.23B → $1.42B (+$194M)

12% more funds holding

Funds holding: 251 → 281 (+30)

2.65% less ownership

Funds ownership: 32.43% → 29.78% (-2.7%)

Holders
281
Holders Change
+30
Holders Change %
+11.95%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
44
Increased
136
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.3M
2
Betterment LLC
Betterment LLC
New York
+$19.3M
3
VCM
Verde Capital Management
Michigan
+$13.3M
4
Bank of America
Bank of America
North Carolina
+$5.86M
5
Morgan Stanley
Morgan Stanley
New York
+$5.04M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$16.7M
2
FTUS
Flow Traders U.S.
New York
-$9.18M
3
HT
HAP Trading
New York
-$2.89M
4
CA
Crewe Advisors
Utah
-$2.79M
5
HDIM
Hanson & Doremus Investment Management
Vermont
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$10.3M +$514K +6,627 +5%
CG
27
Caprock Group
Idaho
$10.2M +$1.09K +14 +0%
WS
28
Wedbush Securities
California
$10.1M -$84.9K -1,094 -0.9%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$9.8M +$1.66M +21,435 +21%
CWM
30
Cedar Wealth Management
California
$9.7M +$503K +6,489 +6%
RWP
31
RWA Wealth Partners
Massachusetts
$8.79M +$384K +4,947 +5%
FNWM
32
Financial Network Wealth Management
Utah
$8.7M +$297K +3,829 +4%
MWM
33
Merriman Wealth Management
Washington
$8.48M -$7.76K -100 -0.1%
CA
34
Crewe Advisors
Utah
$8.14M -$2.79M -35,992 -26%
Osaic Holdings
35
Osaic Holdings
Arizona
$8.02M -$834K -10,755 -10%
ACA
36
Affinity Capital Advisors
California
$7.49M +$760K +9,803 +12%
SA
37
Stewardship Advisors
Pennsylvania
$7.36M -$1.32K -17 -0%
CA
38
Cambridge Associates
Massachusetts
$7.15M +$2.25M +29,053 +48%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$7.11M +$1.19M +15,385 +21%
ANTB
40
AMG National Trust Bank
Colorado
$6.51M +$1.85M +23,896 +42%
LPL Financial
41
LPL Financial
California
$6.25M -$1M -12,899 -14%
BSWM
42
Boston Standard Wealth Management
Massachusetts
$6.23M +$954K +12,294 +19%
ODIJL
43
One Day In July LLC
Vermont
$6.03M +$2.69M +34,624 +85%
EL
44
EQ LLC
Washington
$5.83M +$379K +4,890 +7%
AC
45
Apella Capital
Connecticut
$5.32M +$782K +10,079 +18%
CCC
46
Crescent Capital Consulting
Louisiana
$5.23M +$154K +1,988 +3%
BJ
47
Brouwer & Janachowski
California
$4.75M +$607K +7,821 +15%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$4.64M +$742K +9,559 +20%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$4.61M +$604K +7,780 +16%
Citadel Advisors
50
Citadel Advisors
Florida
$4.55M +$4.41M +56,907 New
1
2
3 4 5

ESGV Hedge Fund Activity: Q2 2021 in Review

281 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2021, worth a combined $1.42B — up 16% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGV positions and 13 closed out — a net gain of 31 holders — while 136 added to existing stakes and 51 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $21.3M. The largest seller was Creative Planning, cutting an estimated $16.7M.

  • 281 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2021, up from 251 in Q1 2021.
  • Funds reported $1.42B of Vanguard ESG US Stock ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 44 funds opened new Vanguard ESG US Stock ETF positions in Q2 2021 and 13 closed out, a net change of +31 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2021 was Bank of Montreal, an estimated $21.3M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2021 was Creative Planning, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2021.