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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
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$19M -$2.69M -34,104 -13%
RJA
27
Raymond James & Associates
Florida
$18.8M +$2.04M +25,898 +13%
Cerity Partners
28
Cerity Partners
New York
$18.7M +$15M +190,073 +636%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$18.5M +$2.57M +32,656 +18%
CWM
30
Cedar Wealth Management
California
$18.2M -$2.58M -32,678 -13%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$17.2M +$2.57M +32,571 +19%
MCCA
32
Mill Creek Capital Advisors
Pennsylvania
$17.1M – – –
HDIM
33
Hanson & Doremus Investment Management
Vermont
$15.9M +$252K +3,192 +2%
CG
34
Caprock Group
Idaho
$15.8M -$562K -7,125 -4%
LPL Financial
35
LPL Financial
California
$15.2M +$837K +10,619 +6%
DPI
36
Diversified Portfolios Inc
Michigan
$13.4M -$24.7K -314 -0.2%
FCG
37
Financial Connections Group
California
$12.3M +$11.4M +144,299 New
GC
38
Garde Capital
Washington
$11.5M +$2.96M +37,548 +38%
ODIJL
39
One Day In July LLC
Vermont
$11.3M -$85.4K -1,084 -0.8%
SAG
40
SageView Advisory Group
California
$10.6M +$9.48M +120,280 New
LSAG
41
Lake Street Advisors Group
New Hampshire
$10.5M +$160K +2,027 +2%
SA
42
Skyline Advisors
Washington
$10.5M +$9.7M +123,096 New
DL
43
DOHJ LLC
Washington
$10.4M +$9.6M +121,801 New
HI
44
Human Investing
Oregon
$10.4M -$136K -1,725 -1%
Wells Fargo
45
Wells Fargo
California
$10.3M +$213K +2,698 +2%
AC
46
Apella Capital
Connecticut
$9.46M -$631K -8,008 -7%
LFA
47
LifeGuide Financial Advisors
Pennsylvania
$9.08M +$776K +9,844 +10%
Franklin Resources
48
Franklin Resources
California
$8.87M +$1.16M +14,720 +16%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$8.69M +$392K +4,980 +5%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$8.27M +$7.66M +97,184 New
1
2
3 4 5

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.