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Vanguard ESG US Stock ETF
ESGV

251 hedge funds and large institutions have $1.23B invested in Vanguard ESG US Stock ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 130 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

294% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 33

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

20% more capital invested

Capital invested by funds: $1.03B → $1.23B (+$202M)

16% more funds holding

Funds holding: 217 → 251 (+34)

2.72% less ownership

Funds ownership: 35.15% → 32.43% (-2.7%)

Holders
251
Holders Change
+34
Holders Change %
+15.67%
% of All Funds
4.41%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
130
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OHSU
Oregon Health & Science University
Oregon
+$45.6M
2
FTUS
Flow Traders U.S.
New York
+$8.57M
3
CWM
Cedar Wealth Management
California
+$8.31M
4
Creative Planning
Creative Planning
Kansas
+$8.13M
5
Morgan Stanley
Morgan Stanley
New York
+$6.55M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12M
2
TAM
Trillium Asset Management
Massachusetts
-$8.75M
3
SL
Stevard LLC
Illinois
-$4.67M
4
OL
Optas LLC
Texas
-$2.74M
5
RCS
Retirement Capital Strategies
California
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
126
Tortoise Investment Management
New York
$621K +$29.8K +411 +5%
WFA
127
West Financial Advisors
Iowa
$606K – – –
PCM
128
Parsons Capital Management
Rhode Island
$602K +$16.7K +230 +3%
SFPG
129
Stonebridge Financial Planning Group
Florida
$602K +$194K +2,675 +52%
FT
130
Fiduciary Trust
Massachusetts
$601K – – –
CM
131
Capital Management
Virginia
$600K -$5.94K -82 -1%
RPC
132
Rossmore Private Capital
Connecticut
$592K – – –
JFA
133
JNBA Financial Advisors
Minnesota
$572K +$131K +1,814 +31%
SWMG
134
Strategic Wealth Management Group
Maryland
$552K – – –
WANY
135
Wealthspire Advisors (New York)
New York
$552K +$542K +7,488 New
EH
136
Equitable Holdings
New York
$543K +$105K +1,453 +25%
MFGP
137
Marshall Financial Group (Pennsylvania)
Pennsylvania
$534K -$54.9K -758 -9%
MAG
138
Mokosak Advisory Group
Iowa
$531K -$9.85K -136 -2%
PWP
139
Principle Wealth Partners
Connecticut
$520K +$511K +7,053 New
LWCFA
140
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$513K +$100K +1,385 +25%
LA
141
LexAurum Advisors
Kansas
$505K -$3.84K -53 -0.8%
AAM
142
Ameraudi Asset Management
New York
$494K – – –
SPIA
143
Strategic Point Investment Advisors
Rhode Island
$489K +$52.1K +720 +12%
ST
144
Smithfield Trust
Pennsylvania
$482K -$2.1K -29 -0.4%
FCI
145
Financial Counselors Inc
Kansas
$480K – – –
BWM
146
Bulltick Wealth Management
Florida
$480K +$471K +6,504 New
FAIM
147
Financial Advocates Investment Management
Washington
$475K +$467K +6,447 New
CIA
148
Compass Ion Advisors
Pennsylvania
$465K -$20.9K -288 -4%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$465K +$264K +3,640 +136%
BPA
150
Beacon Pointe Advisors
California
$458K +$56K +774 +14%
4 5
6
7 8

ESGV Hedge Fund Activity: Q1 2021 in Review

251 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2021, worth a combined $1.23B — up 20% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGV positions and 11 closed out — a net gain of 36 holders — while 130 added to existing stakes and 33 trimmed.

The largest buyer was Oregon Health & Science University, adding an estimated $45.6M. The largest seller was Susquehanna International Group, cutting an estimated $12M.

  • 251 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2021, up from 217 in Q4 2020.
  • Funds reported $1.23B of Vanguard ESG US Stock ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 47 funds opened new Vanguard ESG US Stock ETF positions in Q1 2021 and 11 closed out, a net change of +36 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2021 was Oregon Health & Science University, an estimated $45.6M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2021 was Susquehanna International Group, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2021.