Vanguard ESG US Stock ETF
ESGV
484 hedge funds and large institutions have $2.63B invested in Vanguard ESG US Stock ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 23 closing their positions.
78% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 23
13% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 164
3% more funds holding
Funds holding: 470 → 484 (+14)
2% less capital invested
Capital invested by funds: $2.68B → $2.63B (-$52.9M)
4% less funds holding in top 10
Funds holding in top 10: 24 → 23 (-1)
4.77% less ownership
Funds ownership: 36.13% → 31.36% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCAM
Boston Common Asset Management
Boston,
Massachusetts
|
+$17.7M |
| 2 |
I
IMPACTfolio
Denver,
Colorado
|
+$17.7M |
| 3 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$15.8M |
| 4 |
CAM
Clarity Asset Management
Ames,
Iowa
|
+$14.8M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$7.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$273M |
| 2 |
Morgan Stanley
New York
|
-$76.6M |
| 3 |
FCG
Financial Connections Group
Corte Madera,
California
|
-$12.3M |
| 4 |
VF
Visa Foundation
San Francisco,
California
|
-$10.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.11M |
ESGV Hedge Fund Activity: Q1 2024 in Review
484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2024, worth a combined $2.63B — down 2% from $2.68B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new ESGV positions and 23 closed out — a net gain of 18 holders — while 186 added to existing stakes and 164 trimmed.
The largest buyer was Boston Common Asset Management, opening a new position worth an estimated $17.7M. The largest seller was Vanguard Group, cutting an estimated $273M.
- 484 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2024, up from 470 in Q4 2023.
- Funds reported $2.63B of Vanguard ESG US Stock ETF stock for Q1 2024, down 2% quarter-over-quarter.
- 41 funds opened new Vanguard ESG US Stock ETF positions in Q1 2024 and 23 closed out, a net change of +18 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q1 2024 was Boston Common Asset Management, an estimated $17.7M added.
- The largest Vanguard ESG US Stock ETF seller in Q1 2024 was Vanguard Group, an estimated $273M sold.
Based on aggregated 13F filings for Q1 2024.