We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF
ESGV

368 hedge funds and large institutions have $1.58B invested in Vanguard ESG US Stock ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 91

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

1.25% more ownership

Funds ownership: 33.23% → 34.48% (+1.2%)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 373 → 368 (-5)

14% less capital invested

Capital invested by funds: $1.84B → $1.58B (-$267M)

Holders
368
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
6.2%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.34%
New
41
Increased
182
Reduced
91
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$35.7M
2
VCM
Verde Capital Management
Michigan
+$16.9M
3
Creative Planning
Creative Planning
Kansas
+$15M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$13.9M
5
Betterment LLC
Betterment LLC
New York
+$7.29M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$30.9M
2
VF
Visa Foundation
California
-$12.1M
3
CA
Crewe Advisors
Utah
-$7.63M
4
BSW
Buckingham Strategic Wealth
Missouri
-$6.91M
5
KIM
Karpus Investment Management
New York
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$2.8M +$268K +3,716 +10%
BOPW
77
Brandywine Oak Private Wealth
Pennsylvania
$2.69M +$431K +5,969 +17%
Toronto Dominion Bank
78
Toronto Dominion Bank
Ontario, Canada
$2.63M – – –
GAM
79
Gemmer Asset Management
California
$2.62M +$173K +2,397 +6%
WLIM
80
White Lighthouse Investment Management
Massachusetts
$2.58M +$126K +1,743 +5%
AA
81
Addison Advisors
Vermont
$2.57M +$1.8M +24,895 +180%
WB
82
Webster Bank
Connecticut
$2.52M – – –
OL
83
Optas LLC
Texas
$2.52M -$340K -4,706 -11%
MPW
84
Monterey Private Wealth
California
$2.45M +$336K +4,654 +14%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$2.39M +$81.3K +1,126 +3%
MPCL
86
My Personal CFO LLC
Washington
$2.24M +$144 +2 +0%
CL
87
CPWM LLC
Washington
$2.17M +$578 +8 +0%
MSWMA
88
Market Street Wealth Management Advisors
Indiana
$2.17M -$224K -3,107 -9%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$2.01M +$1.52M +21,019 +229%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$2M -$27.6K -382 -1%
HighTower Advisors
91
HighTower Advisors
Illinois
$1.98M -$857K -11,862 -28%
WT
92
Whittier Trust
California
$1.93M – – –
AP
93
Adero Partners
California
$1.87M +$2.01M +27,875 New
SC
94
Stephens Consulting
Michigan
$1.86M +$678K +9,383 +50%
JP Morgan Chase
95
JP Morgan Chase
New York
$1.83M +$250K +3,465 +14%
TF
96
Trek Financial
Arizona
$1.83M +$943K +13,060 +90%
MFG
97
Merit Financial Group
Georgia
$1.78M +$740K +10,246 +62%
RA
98
RFG Advisory
Alabama
$1.7M +$140K +1,942 +9%
AI
99
Atria Investments
North Carolina
$1.68M +$1.83M +25,278 New
Jones Financial Companies
100
Jones Financial Companies
Missouri
$1.62M +$561K +7,772 +49%
2 3
4
5 6

ESGV Hedge Fund Activity: Q2 2022 in Review

368 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2022, worth a combined $1.58B — down 14% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of ESGV and 41 opened new positions — a net loss of 2 holders — while 91 trimmed existing stakes and 182 added.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $35.7M. The largest seller was CFS Investment Advisory Services, cutting an estimated $30.9M.

  • 368 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2022, down from 373 in Q1 2022.
  • Funds reported $1.58B of Vanguard ESG US Stock ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 41 funds opened new Vanguard ESG US Stock ETF positions in Q2 2022 and 43 closed out, a net change of -2 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2022 was Angeles Investment Advisors, an estimated $35.7M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2022.