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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
CWM
126
Cornerstone Wealth Management
Missouri
$1.46M +$1.42M +20,366 New
FWM
127
Fingerlakes Wealth Management
New York
$1.46M +$48.9K +702 +4%
BIA
128
Bell Investment Advisors
California
$1.44M +$271K +3,895 +24%
BAM
129
Baldrige Asset Management
Pennsylvania
$1.4M +$13.9K +199 +1%
LFG
130
Larson Financial Group
Missouri
$1.38M +$24.7K +355 +2%
Mariner
131
Mariner
Kansas
$1.36M +$59K +846 +5%
SCA
132
Snowden Capital Advisors
New York
$1.36M -$187K -2,680 -12%
MFA
133
McClarren Financial Advisors
Pennsylvania
$1.36M +$23.1K +332 +2%
FT
134
Fiduciary Trust
Massachusetts
$1.34M -$36.8K -528 -3%
MWM
135
Mission Wealth Management
California
$1.3M – – –
AWM
136
Angeles Wealth Management
California
$1.29M +$174K +2,500 +16%
JBA
137
Johnson Bixby & Associates
Washington
$1.27M +$43.3K +622 +4%
FANJ
138
Financial Architects (New Jersey)
New Jersey
$1.27M -$29.2K -419 -2%
PCIG
139
Partners Capital Investment Group
Massachusetts
$1.25M -$1.15M -16,535 -49%
WFA
140
West Financial Advisors
Iowa
$1.24M +$50.9K +730 +4%
RCM
141
Rain Capital Management
Oregon
$1.23M +$3.35K +48 +0.3%
AC
142
Arjuna Capital
North Carolina
$1.22M +$1.18M +16,973 New
LRIA
143
Leonard Rickey Investment Advisors
Washington
$1.21M +$15.3K +220 +1%
CAN
144
Cetera Advisor Networks
California
$1.18M +$274K +3,927 +31%
GT
145
Glenview Trust
Kentucky
$1.16M +$38K +545 +3%
CG
146
Colony Group
Massachusetts
$1.15M – – –
BC
147
Bartlett & Co
Ohio
$1.15M +$256K +3,675 +30%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$1.15M +$256K +3,675 +30%
MSA
149
Marino Stram & Associates
Massachusetts
$1.15M -$46.1K -661 -4%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$1.14M -$1.04K -15 -0.1%
4 5
6
7 8

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.