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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$71.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.5M |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$20.2M |
| 4 |
Cerity Partners
New York
|
+$15M |
| 5 |
FCG
Financial Connections Group
Corte Madera,
California
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Visa Foundation
San Francisco,
California
|
-$9.28M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.94M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$3.89M |
| 4 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
-$3.65M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.79M |
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.