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Vanguard ESG US Stock ETF
ESGV

427 hedge funds and large institutions have $2.23B invested in Vanguard ESG US Stock ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 145 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

12% more capital invested

Capital invested by funds: $2B → $2.23B (+$234M)

10% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 145

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

3% more funds holding

Funds holding: 415 → 427 (+12)

5.04% less ownership

Funds ownership: 38.14% → 33.1% (-5%)

Holders
427
Holders Change
+12
Holders Change %
+2.89%
% of All Funds
6.7%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
41
Increased
160
Reduced
145
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$22.9M
2
Goldman Sachs
Goldman Sachs
New York
+$12.1M
3
Morgan Stanley
Morgan Stanley
New York
+$8.33M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$6.85M
5
AIA
Angeles Investment Advisors
California
+$5M

Top Sellers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
-$309M
2
SWG
Summit Wealth Group
Vermont
-$25.9M
3
VF
Visa Foundation
California
-$20.3M
4
AFA
American Financial Advisors
Georgia
-$11.4M
5
FTUS
Flow Traders U.S.
New York
-$5.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
126
Prio Wealth Limited Partnership
Massachusetts
$1.62M – – –
MKA
127
M. Kulyk & Associates
Georgia
$1.6M -$76.5K -1,039 -5%
JBA
128
Johnson Bixby & Associates
Washington
$1.55M +$147K +1,996 +11%
RZH
129
Relyea Zuckerberg Hanson
Connecticut
$1.53M +$664K +9,013 +86%
LFG
130
Larson Financial Group
Missouri
$1.51M -$1.84K -25 -0.1%
UB
131
UMB Bank
Missouri
$1.5M +$1.41M +19,183 New
FHB
132
First Hawaiian Bank
Hawaii
$1.49M -$217K -2,951 -13%
DJSG
133
D.J. St. Germain
Massachusetts
$1.47M +$1.38M +18,786 New
MWM
134
Mission Wealth Management
California
$1.42M – – –
AWM
135
Angeles Wealth Management
California
$1.41M – – –
AC
136
Arjuna Capital
North Carolina
$1.37M +$42K +571 +3%
FANJ
137
Financial Architects (New Jersey)
New Jersey
$1.37M -$16.6K -225 -1%
WFA
138
West Financial Advisors
Iowa
$1.37M +$17.2K +233 +1%
CA
139
CGN Advisors
Kansas
$1.37M -$218K -2,954 -14%
PCIG
140
Partners Capital Investment Group
Massachusetts
$1.37M – – –
BCM
141
Becker Capital Management
Oregon
$1.34M +$1.26M +17,146 New
AA
142
Addison Advisors
Vermont
$1.33M +$126K +1,716 +11%
FT
143
Fiduciary Trust
Massachusetts
$1.33M -$126K -1,709 -9%
BC
144
Bartlett & Co
Ohio
$1.31M +$50.8K +690 +4%
BCWM
145
Bartlett & Co Wealth Management
Ohio
$1.31M +$50.8K +690 +4%
LRIA
146
Leonard Rickey Investment Advisors
Washington
$1.28M -$33.2K -451 -3%
GT
147
Glenview Trust
Kentucky
$1.27M – – –
M&T Bank
148
M&T Bank
New York
$1.26M -$507K -6,879 -30%
PWM
149
Perigon Wealth Management
California
$1.26M +$1.18M +16,031 New
CG
150
Colony Group
Massachusetts
$1.26M – – –
4 5
6
7 8

ESGV Hedge Fund Activity: Q2 2023 in Review

427 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2023, worth a combined $2.23B — up 12% from $2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ESGV positions and 25 closed out — a net gain of 16 holders — while 160 added to existing stakes and 145 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $22.9M. The largest seller was Betterment LLC, cutting an estimated $309M.

  • 427 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2023, up from 415 in Q1 2023.
  • Funds reported $2.23B of Vanguard ESG US Stock ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 41 funds opened new Vanguard ESG US Stock ETF positions in Q2 2023 and 25 closed out, a net change of +16 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $22.9M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2023 was Betterment LLC, an estimated $309M sold.

Based on aggregated 13F filings for Q2 2023.