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Vanguard ESG US Stock ETF
ESGV

251 hedge funds and large institutions have $1.23B invested in Vanguard ESG US Stock ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 130 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

294% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 33

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

20% more capital invested

Capital invested by funds: $1.03B → $1.23B (+$202M)

16% more funds holding

Funds holding: 217 → 251 (+34)

2.72% less ownership

Funds ownership: 35.15% → 32.43% (-2.7%)

Holders
251
Holders Change
+34
Holders Change %
+15.67%
% of All Funds
4.41%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
130
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OHSU
Oregon Health & Science University
Oregon
+$45.6M
2
FTUS
Flow Traders U.S.
New York
+$8.57M
3
CWM
Cedar Wealth Management
California
+$8.31M
4
Creative Planning
Creative Planning
Kansas
+$8.13M
5
Morgan Stanley
Morgan Stanley
New York
+$6.55M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12M
2
TAM
Trillium Asset Management
Massachusetts
-$8.75M
3
SL
Stevard LLC
Illinois
-$4.67M
4
OL
Optas LLC
Texas
-$2.74M
5
RCS
Retirement Capital Strategies
California
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.58M +$414K +5,713 +13%
FHC
52
First Horizon Corporation
Tennessee
$3.5M +$391K +5,403 +13%
DADC
53
D.A. Davidson & Co
Montana
$3.45M +$294K +4,063 +10%
HI
54
Human Investing
Oregon
$3.43M +$1.91M +26,342 +130%
ODIJL
55
One Day In July LLC
Vermont
$3.01M +$709K +9,795 +32%
MG
56
Mather Group
Illinois
$2.97M +$442K +6,108 +18%
Toronto Dominion Bank
57
Toronto Dominion Bank
Ontario, Canada
$2.92M – – –
HT
58
HAP Trading
New York
$2.89M +$2.83M +39,141 New
AAMC
59
Asset Allocation & Management Company
Illinois
$2.84M +$2.79M +38,545 New
WB
60
Webster Bank
Connecticut
$2.8M – – –
COCM
61
Charter Oak Capital Management
New Hampshire
$2.79M +$438K +6,050 +19%
LSAG
62
Lake Street Advisors Group
New Hampshire
$2.46M +$81.3K +1,122 +3%
LWP
63
Laurel Wealth Planning
Minnesota
$2.44M +$149K +2,059 +7%
CL
64
CPWM LLC
Washington
$2.42M – – –
GAM
65
Gemmer Asset Management
California
$2.27M +$196K +2,706 +10%
WT
66
Whittier Trust
California
$2.14M +$793K +10,950 +61%
V
67
Veritable
Delaware
$2.13M +$258K +3,557 +14%
SPC
68
Sigma Planning Corp
Michigan
$2.1M +$2.06M +28,499 New
WLIM
69
White Lighthouse Investment Management
Massachusetts
$1.98M -$6.81K -94 -0.3%
M&T Bank
70
M&T Bank
New York
$1.92M +$10.9K +150 +0.6%
LRIA
71
Leonard Rickey Investment Advisors
Washington
$1.84M +$163K +2,252 +10%
BSW
72
Buckingham Strategic Wealth
Missouri
$1.83M +$1.18M +16,356 +192%
PA
73
PFG Advisors
Arizona
$1.74M +$202K +2,789 +13%
Truist Financial
74
Truist Financial
North Carolina
$1.7M +$1.34M +18,567 +409%
FANJ
75
Financial Architects (New Jersey)
New Jersey
$1.63M +$198K +2,731 +14%
1 2
3
4 5

ESGV Hedge Fund Activity: Q1 2021 in Review

251 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2021, worth a combined $1.23B — up 20% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGV positions and 11 closed out — a net gain of 36 holders — while 130 added to existing stakes and 33 trimmed.

The largest buyer was Oregon Health & Science University, adding an estimated $45.6M. The largest seller was Susquehanna International Group, cutting an estimated $12M.

  • 251 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2021, up from 217 in Q4 2020.
  • Funds reported $1.23B of Vanguard ESG US Stock ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 47 funds opened new Vanguard ESG US Stock ETF positions in Q1 2021 and 11 closed out, a net change of +36 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2021 was Oregon Health & Science University, an estimated $45.6M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2021 was Susquehanna International Group, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2021.