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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
6.61%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
51
Increased
184
Reduced
110
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$287M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$261M
3
SWG
Summit Wealth Group
Vermont
+$26.1M
4
CSPAM
Cary Street Partners Asset Management
Virginia
+$7.21M
5
FTUS
Flow Traders U.S.
New York
+$5.94M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.4M
2
VF
Visa Foundation
California
-$10.3M
3
Bank of America
Bank of America
North Carolina
-$8.8M
4
KAS
Kestra Advisory Services
Texas
-$8.24M
5
Wells Fargo
Wells Fargo
California
-$6.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$15.1M -$696K -9,984 -5%
AFA
27
American Financial Advisors
Georgia
$14M -$784K -11,248 -5%
CG
28
Caprock Group
Idaho
$13.7M +$194K +2,788 +1%
I
29
IMPACTfolio
Colorado
$13.5M +$615K +8,822 +5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$13.1M +$1.01M +14,502 +9%
HDIM
31
Hanson & Doremus Investment Management
Vermont
$12.2M +$1.88M +27,016 +19%
ACA
32
Affinity Capital Advisors
California
$12.1M -$504K -7,231 -4%
DPI
33
Diversified Portfolios Inc
Michigan
$11.9M +$467K +6,696 +4%
EW
34
Evoke Wealth
California
$11.4M -$3.38M -48,451 -23%
Cerity Partners
35
Cerity Partners
New York
$9.66M +$2.88M +41,339 +44%
LPL Financial
36
LPL Financial
California
$9.51M -$29.3K -420 -0.3%
LSAG
37
Lake Street Advisors Group
New Hampshire
$9.14M +$180K +2,588 +2%
ODIJL
38
One Day In July LLC
Vermont
$9.09M +$201K +2,879 +2%
Wells Fargo
39
Wells Fargo
California
$8.48M -$6.54M -93,896 -44%
MG
40
Mather Group
Illinois
$7.98M +$427K +6,133 +6%
HI
41
Human Investing
Oregon
$7.2M +$312K +4,482 +5%
Franklin Resources
42
Franklin Resources
California
$7.19M -$1.07M -15,402 -13%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$7.01M +$2.13M +30,574 +45%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$6.77M +$554K +7,952 +9%
CIAS
45
CBIZ Investment Advisory Services
Ohio
$6.76M +$994K +14,265 +18%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$6.61M -$1.36M -19,509 -17%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$6.52M +$270K +3,869 +4%
FTUS
48
Flow Traders U.S.
New York
$6.11M +$5.94M +85,198 New
EL
49
EQ LLC
Washington
$6.1M -$52.8K -758 -0.9%
ANTB
50
AMG National Trust Bank
Colorado
$5.87M +$219K +3,137 +4%
1
2
3 4 5

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.