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Vanguard ESG US Stock ETF
ESGV

379 hedge funds and large institutions have $1.94B invested in Vanguard ESG US Stock ETF in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 167 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 17

234% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 50

45% more capital invested

Capital invested by funds: $1.33B → $1.94B (+$604M)

36% more funds holding in top 10

Funds holding in top 10: 14 → 19 (+5)

27% more funds holding

Funds holding: 299 → 379 (+80)

5.83% more ownership

Funds ownership: 25.8% → 31.63% (+5.8%)

Holders
379
Holders Change
+80
Holders Change %
+26.76%
% of All Funds
5.83%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.29%
New
100
Increased
167
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$33M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$24.4M
3
CA
Cambridge Associates
Massachusetts
+$12.5M
4
CA
Crewe Advisors
Utah
+$8.02M
5
Ameriprise
Ameriprise
Minnesota
+$7.01M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$4.58M
2
JPG
Jordan Park Group
California
-$3.83M
3
Bank of America
Bank of America
North Carolina
-$2.3M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.6M
5
CI
CX Institutional
Indiana
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$3.18M +$46.8K +548 +2%
GAM
77
Gemmer Asset Management
California
$3.07M +$91.8K +1,075 +3%
LWP
78
Laurel Wealth Planning
Minnesota
$3.06M -$21.1K -247 -0.7%
WLIM
79
White Lighthouse Investment Management
Massachusetts
$3.03M +$228K +2,672 +8%
RCG
80
Regatta Capital Group
California
$3M +$2.92M +34,190 New
MPCL
81
My Personal CFO LLC
Washington
$2.96M +$2.88M +33,714 New
PP
82
Prudential plc
United Kingdom
$2.93M +$2.84M +33,300 New
BOPW
83
Brandywine Oak Private Wealth
Pennsylvania
$2.75M +$607K +7,105 +29%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$2.75M +$114K +1,333 +4%
MPW
85
Monterey Private Wealth
California
$2.73M +$641K +7,499 +32%
RJA
86
Raymond James & Associates
Florida
$2.68M +$1.02M +11,979 +65%
BSW
87
Buckingham Strategic Wealth
Missouri
$2.65M +$132K +1,549 +5%
CL
88
CPWM LLC
Washington
$2.62M +$2.8M +32,750 New
WT
89
Whittier Trust
California
$2.55M – – –
RFA
90
Radnor Financial Advisors
Pennsylvania
$2.54M +$427K +5,000 +21%
PA
91
PFG Advisors
Arizona
$2.49M -$27K -316 -1%
APW
92
Atlantic Private Wealth
North Carolina
$2.43M +$2.36M +27,679 New
V
93
Veritable
Delaware
$2.24M +$671K +7,860 +44%
M&T Bank
94
M&T Bank
New York
$2.23M -$12.8K -150 -0.6%
AFS
95
Annapolis Financial Services
Maryland
$2.16M +$617K +7,227 +42%
FANJ
96
Financial Architects (New Jersey)
New Jersey
$2.15M +$99.8K +1,168 +5%
JP Morgan Chase
97
JP Morgan Chase
New York
$2.12M +$644K +7,534 +45%
BB
98
Bell Bank
North Dakota
$1.93M +$339K +3,971 +22%
UCFA
99
United Capital Financial Advisors
Texas
$1.81M -$110K -1,285 -6%
DFA
100
DHK Financial Advisors
New Hampshire
$1.8M +$1.75M +20,504 New
2 3
4
5 6

ESGV Hedge Fund Activity: Q4 2021 in Review

379 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2021, worth a combined $1.94B — up 45% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ESGV positions and 17 closed out — a net gain of 83 holders — while 167 added to existing stakes and 50 trimmed.

The largest buyer was Vanguard Group, adding an estimated $33M. The largest seller was Flow Traders U.S., cutting an estimated $4.58M.

  • 379 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2021, up from 299 in Q3 2021.
  • Funds reported $1.94B of Vanguard ESG US Stock ETF stock for Q4 2021, up 45% quarter-over-quarter.
  • 100 funds opened new Vanguard ESG US Stock ETF positions in Q4 2021 and 17 closed out, a net change of +83 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q4 2021 was Vanguard Group, an estimated $33M added.
  • The largest Vanguard ESG US Stock ETF seller in Q4 2021 was Flow Traders U.S., an estimated $4.58M sold.

Based on aggregated 13F filings for Q4 2021.