We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF
ESGV

415 hedge funds and large institutions have $2B invested in Vanguard ESG US Stock ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 184 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 30

67% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 110

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

23% more capital invested

Capital invested by funds: $1.62B → $2B (+$379M)

9.56% more ownership

Funds ownership: 28.57% → 38.14% (+9.6%)

4% more funds holding

Funds holding: 400 → 415 (+15)

Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
6.61%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
51
Increased
184
Reduced
110
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$287M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$261M
3
SWG
Summit Wealth Group
Vermont
+$26.1M
4
CSPAM
Cary Street Partners Asset Management
Virginia
+$7.21M
5
FTUS
Flow Traders U.S.
New York
+$5.94M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.4M
2
VF
Visa Foundation
California
-$10.3M
3
Bank of America
Bank of America
North Carolina
-$8.8M
4
KAS
Kestra Advisory Services
Texas
-$8.24M
5
Wells Fargo
Wells Fargo
California
-$6.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
GG
101
GenWealth Group
New Jersey
$2.05M +$14.8K +212 +0.7%
MMA
102
Miracle Mile Advisors
California
$2.02M -$1.53K -22 -0.1%
DFA
103
DHK Financial Advisors
New Hampshire
$2M +$388K +5,565 +25%
ST
104
Sageworth Trust
Pennsylvania
$1.99M +$314K +4,511 +19%
MPCL
105
My Personal CFO LLC
Washington
$1.99M +$214K +3,067 +12%
Northern Trust
106
Northern Trust
Illinois
$1.94M +$67.7K +971 +4%
AA
107
Ashford Advisors
New York
$1.92M – – –
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$1.82M +$418 +6 +0%
TDWM
109
Topel & Distasi Wealth Management
California
$1.81M +$439K +6,295 +33%
RSWM
110
Robertson Stephens Wealth Management
California
$1.81M – – –
UCFA
111
United Capital Financial Advisors
Texas
$1.79M +$1.88K +27 +0.1%
SFS
112
Sowell Financial Services
Arkansas
$1.77M +$1.72M +24,750 New
LFA
113
LifeGuide Financial Advisors
Pennsylvania
$1.77M +$1.72M +24,694 New
GAM
114
Gould Asset Management
California
$1.74M +$16.1K +231 +1%
RA
115
RFG Advisory
Alabama
$1.72M +$30.8K +442 +2%
MML Investors Services
116
MML Investors Services
Massachusetts
$1.71M -$580K -8,318 -26%
M&T Bank
117
M&T Bank
New York
$1.64M -$59.3K -851 -4%
EH
118
Equitable Holdings
New York
$1.59M -$39.8K -571 -3%
FHB
119
First Hawaiian Bank
Hawaii
$1.58M +$13.3K +191 +0.9%
MKA
120
M. Kulyk & Associates
Georgia
$1.54M -$79.7K -1,144 -5%
FSA
121
Financial Services Advisory
Maryland
$1.5M +$1.46M +20,945 New
BB
122
Bell Bank
North Dakota
$1.5M – – –
Stifel Financial
123
Stifel Financial
Missouri
$1.49M +$707K +10,145 +95%
PWLP
124
Prio Wealth Limited Partnership
Massachusetts
$1.48M -$2.09K -30 -0.1%
CA
125
CGN Advisors
Kansas
$1.47M +$49.4K +709 +4%
3 4
5
6 7

ESGV Hedge Fund Activity: Q1 2023 in Review

415 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2023, worth a combined $2B — up 23% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ESGV positions and 30 closed out — a net gain of 21 holders — while 184 added to existing stakes and 110 trimmed.

The largest buyer was Betterment LLC, adding an estimated $287M. The largest seller was Morgan Stanley, cutting an estimated $11.4M.

  • 415 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2023, up from 400 in Q4 2022.
  • Funds reported $2B of Vanguard ESG US Stock ETF stock for Q1 2023, up 23% quarter-over-quarter.
  • 51 funds opened new Vanguard ESG US Stock ETF positions in Q1 2023 and 30 closed out, a net change of +21 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2023 was Betterment LLC, an estimated $287M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2023 was Morgan Stanley, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2023.