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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
470
Holders Change
+49
Holders Change %
+11.64%
% of All Funds
6.85%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.35%
New
74
Increased
178
Reduced
137
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$71.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$69.5M
3
RCS
Retirement Capital Strategies
California
+$20.2M
4
Cerity Partners
Cerity Partners
New York
+$15M
5
FCG
Financial Connections Group
California
+$11.4M

Top Sellers

Rank Fund Capital Flow
1
VF
Visa Foundation
California
-$9.28M
2
FTUS
Flow Traders U.S.
New York
-$3.94M
3
EW
Evoke Wealth
California
-$3.89M
4
SC
Soundwatch Capital
Connecticut
-$3.65M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
76
Charter Oak Capital Management
New Hampshire
$4.6M +$49.6K +629 +1%
APW
77
Atlantic Private Wealth
North Carolina
$4.47M +$79 +1 +0%
Financial Engines Advisors
78
Financial Engines Advisors
California
$4.46M +$468K +5,942 +13%
DADC
79
D.A. Davidson & Co
Montana
$4.39M +$154K +1,957 +4%
DFA
80
DHK Financial Advisors
New Hampshire
$4.29M -$85.1K -1,080 -2%
CAN
81
Cetera Advisor Networks
California
$4.25M -$32.3K -410 -0.8%
BOPW
82
Brandywine Oak Private Wealth
Pennsylvania
$3.91M -$297K -3,771 -8%
BPA
83
Beacon Pointe Advisors
California
$3.91M -$183K -2,322 -5%
PIMG
84
Patriot Investment Management Group
Tennessee
$3.77M -$4.02K -51 -0.1%
MPW
85
Monterey Private Wealth
California
$3.76M +$543K +6,895 +19%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$3.75M +$226K +2,863 +7%
TFM
87
Trademark Financial Management
Minnesota
$3.66M +$3.39M +42,973 New
MFG
88
Merit Financial Group
Georgia
$3.44M -$186K -2,360 -6%
RZH
89
Relyea Zuckerberg Hanson
Connecticut
$3.37M -$240K -3,042 -7%
AA
90
Atmos Advisory
Pennsylvania
$3.36M -$101K -1,284 -3%
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$3.36M – – –
FHA
92
First Horizon Advisors
Tennessee
$3.34M -$308K -3,908 -9%
SC
93
Stephens Consulting
Michigan
$3.32M +$116K +1,471 +4%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$3.27M +$165K +2,094 +6%
WLIM
95
White Lighthouse Investment Management
Massachusetts
$3.24M +$35.5K +451 +1%
AA
96
Ashford Advisors
New York
$3.22M +$880K +11,164 +42%
AG
97
AlTi Global
New York
$3.14M +$2.91M +36,935 New
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$3.13M -$159K -2,013 -5%
WB
99
Webster Bank
Connecticut
$3.12M +$23.4K +297 +0.8%
PCIG
100
Partners Capital Investment Group
Massachusetts
$2.97M +$1.5M +18,982 +119%
2 3
4
5 6

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.