Vanguard ESG US Stock ETF
ESGV
421 hedge funds and large institutions have $2.07B invested in Vanguard ESG US Stock ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 132 reducing their positions, and 29 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 132
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
0.69% less ownership
Funds ownership: 33.1% → 32.41% (-0.69%)
1% less funds holding
Funds holding: 427 → 421 (-6)
7% less capital invested
Capital invested by funds: $2.23B → $2.07B (-$161M)
19% less funds holding in top 10
Funds holding in top 10: 21 → 17 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.82M |
| 2 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$8.12M |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$8.12M |
| 4 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$7.07M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$7.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$24.1M |
| 2 |
Goldman Sachs
New York
|
-$14.1M |
| 3 |
Cerity Partners
New York
|
-$12.6M |
| 4 |
ACA
Affinity Capital Advisors
Berkeley,
California
|
-$4.7M |
| 5 |
FCG
Financial Connections Group
Corte Madera,
California
|
-$4.69M |
ESGV Hedge Fund Activity: Q3 2023 in Review
421 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2023, worth a combined $2.07B — down 7.2% from $2.23B a quarter earlier.
Fund positioning in ESGV was balanced in Q3 2023: 29 funds opened new positions, 29 closed out, 181 added to existing stakes and 132 trimmed.
The largest buyer was Vanguard Group, adding an estimated $8.82M. The largest seller was Retirement Capital Strategies, cutting an estimated $24.1M.
- 421 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2023, down from 427 in Q2 2023.
- Funds reported $2.07B of Vanguard ESG US Stock ETF stock for Q3 2023, down 7.2% quarter-over-quarter.
- 29 funds opened new Vanguard ESG US Stock ETF positions in Q3 2023 and 29 closed out, a net change of 0 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q3 2023 was Vanguard Group, an estimated $8.82M added.
- The largest Vanguard ESG US Stock ETF seller in Q3 2023 was Retirement Capital Strategies, an estimated $24.1M sold.
Based on aggregated 13F filings for Q3 2023.