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Vanguard ESG US Stock ETF
ESGV

299 hedge funds and large institutions have $1.33B invested in Vanguard ESG US Stock ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 151 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 45

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

6% more funds holding

Funds holding: 281 → 299 (+18)

3.98% less ownership

Funds ownership: 29.78% → 25.8% (-4%)

6% less capital invested

Capital invested by funds: $1.42B → $1.33B (-$91.3M)

Holders
299
Holders Change
+18
Holders Change %
+6.41%
% of All Funds
5.23%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
35
Increased
151
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$29.4M
2
CA
Crewe Advisors
Utah
+$22.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$20.6M
4
RCS
Retirement Capital Strategies
California
+$11.3M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$8.56M

Top Sellers

Rank Fund Capital Flow
1
SA
Stewardship Advisors
Pennsylvania
-$6.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.96M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.55M
4
LSAG
Lake Street Advisors Group
New Hampshire
-$3.24M
5
CA
Cambridge Associates
Massachusetts
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
BJ
51
Brouwer & Janachowski
California
$4.79M +$35.8K +435 +0.7%
HI
52
Human Investing
Oregon
$4.4M +$424K +5,153 +10%
CA
53
Cambridge Associates
Massachusetts
$4.38M -$2.86M -34,757 -39%
MG
54
Mather Group
Illinois
$4.22M +$1.03M +12,520 +31%
PCIG
55
Partners Capital Investment Group
Massachusetts
$4.04M – – –
FHA
56
First Horizon Advisors
Tennessee
$4.02M +$4.14M +50,264 New
DADC
57
D.A. Davidson & Co
Montana
$3.98M +$206K +2,499 +5%
PFO
58
Pathstone Family Office
New Jersey
$3.88M +$3.99M +48,477 New
JPG
59
Jordan Park Group
California
$3.83M +$3.95M +47,892 New
GC
60
Garde Capital
Washington
$3.83M -$393K -4,767 -9%
HighTower Advisors
61
HighTower Advisors
Illinois
$3.67M -$396K -4,802 -9%
AA
62
Ashford Advisors
New York
$3.61M – – –
ET
63
Equitable Trust
Tennessee
$3.36M -$460K -5,588 -12%
COCM
64
Charter Oak Capital Management
New Hampshire
$3.25M -$86.9K -1,055 -3%
Toronto Dominion Bank
65
Toronto Dominion Bank
Ontario, Canada
$3.17M – – –
AAMC
66
Asset Allocation & Management Company
Illinois
$3.09M – – –
WB
67
Webster Bank
Connecticut
$3.04M – – –
OL
68
Optas LLC
Texas
$2.89M +$760K +9,225 +34%
Truist Financial
69
Truist Financial
North Carolina
$2.85M +$1.04M +12,619 +55%
LWP
70
Laurel Wealth Planning
Minnesota
$2.81M +$30K +364 +1%
GAM
71
Gemmer Asset Management
California
$2.71M +$2.55K +31 +0.1%
WLIM
72
White Lighthouse Investment Management
Massachusetts
$2.54M +$18K +218 +0.7%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$2.4M +$105K +1,280 +4%
WT
74
Whittier Trust
California
$2.32M – – –
PA
75
PFG Advisors
Arizona
$2.3M +$172K +2,084 +8%
1 2
3
4 5

ESGV Hedge Fund Activity: Q3 2021 in Review

299 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2021, worth a combined $1.33B — down 6.4% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ESGV positions and 12 closed out — a net gain of 23 holders — while 151 added to existing stakes and 45 trimmed.

The largest buyer was Creative Planning, adding an estimated $29.4M. The largest seller was Stewardship Advisors, cutting an estimated $6.9M.

  • 299 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2021, up from 281 in Q2 2021.
  • Funds reported $1.33B of Vanguard ESG US Stock ETF stock for Q3 2021, down 6.4% quarter-over-quarter.
  • 35 funds opened new Vanguard ESG US Stock ETF positions in Q3 2021 and 12 closed out, a net change of +23 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q3 2021 was Creative Planning, an estimated $29.4M added.
  • The largest Vanguard ESG US Stock ETF seller in Q3 2021 was Stewardship Advisors, an estimated $6.9M sold.

Based on aggregated 13F filings for Q3 2021.