Vanguard ESG US Stock ETF
ESGV
373 hedge funds and large institutions have $1.84B invested in Vanguard ESG US Stock ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 186 increasing their positions, 92 reducing their positions, and 35 closing their positions.
102% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 92
1.6% more ownership
Funds ownership: 31.63% → 33.23% (+1.6%)
0% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 35
5% less capital invested
Capital invested by funds: $1.94B → $1.84B (-$94.9M)
2% less funds holding
Funds holding: 379 → 373 (-6)
11% less funds holding in top 10
Funds holding in top 10: 19 → 17 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$34.2M |
| 2 |
EH
Equitable Holdings
New York
|
+$20.6M |
| 3 |
AFA
American Financial Advisors
Marietta,
Georgia
|
+$18.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.5M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$28.9M |
| 2 |
RWM
Refined Wealth Management
Salt Lake City,
Utah
|
-$21.1M |
| 3 |
VF
Visa Foundation
San Francisco,
California
|
-$11.3M |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
-$9.63M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$9.46M |
ESGV Hedge Fund Activity: Q1 2022 in Review
373 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2022, worth a combined $1.84B — down 4.9% from $1.94B a quarter earlier.
Fund positioning in ESGV was balanced in Q1 2022: 35 funds opened new positions, 35 closed out, 186 added to existing stakes and 92 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $34.2M. The largest seller was Karpus Investment Management, cutting an estimated $28.9M.
- 373 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2022, down from 379 in Q4 2021.
- Funds reported $1.84B of Vanguard ESG US Stock ETF stock for Q1 2022, down 4.9% quarter-over-quarter.
- 35 funds opened new Vanguard ESG US Stock ETF positions in Q1 2022 and 35 closed out, a net change of 0 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $34.2M added.
- The largest Vanguard ESG US Stock ETF seller in Q1 2022 was Karpus Investment Management, an estimated $28.9M sold.
Based on aggregated 13F filings for Q1 2022.