Vanguard ESG US Stock ETF
ESGV
281 hedge funds and large institutions have $1.42B invested in Vanguard ESG US Stock ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 51 reducing their positions, and 13 closing their positions.
238% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 13
167% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 51
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
16% more capital invested
Capital invested by funds: $1.23B → $1.42B (+$194M)
12% more funds holding
Funds holding: 251 → 281 (+30)
2.65% less ownership
Funds ownership: 32.43% → 29.78% (-2.7%)
Top Buyers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$21.3M |
| 2 |
Betterment LLC
New York
|
+$19.3M |
| 3 |
VCM
Verde Capital Management
Clarkston,
Michigan
|
+$13.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.86M |
| 5 |
Morgan Stanley
New York
|
+$5.04M |
Top Sellers
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$16.7M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$9.18M |
| 3 |
HT
HAP Trading
New York
|
-$2.89M |
| 4 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
-$2.79M |
| 5 |
HDIM
Hanson & Doremus Investment Management
Burlington,
Vermont
|
-$2.45M |
ESGV Hedge Fund Activity: Q2 2021 in Review
281 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2021, worth a combined $1.42B — up 16% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new ESGV positions and 13 closed out — a net gain of 31 holders — while 136 added to existing stakes and 51 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $21.3M. The largest seller was Creative Planning, cutting an estimated $16.7M.
- 281 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2021, up from 251 in Q1 2021.
- Funds reported $1.42B of Vanguard ESG US Stock ETF stock for Q2 2021, up 16% quarter-over-quarter.
- 44 funds opened new Vanguard ESG US Stock ETF positions in Q2 2021 and 13 closed out, a net change of +31 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q2 2021 was Bank of Montreal, an estimated $21.3M added.
- The largest Vanguard ESG US Stock ETF seller in Q2 2021 was Creative Planning, an estimated $16.7M sold.
Based on aggregated 13F filings for Q2 2021.