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Vanguard ESG US Stock ETF
ESGV

470 hedge funds and large institutions have $2.68B invested in Vanguard ESG US Stock ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 137 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 19

41% more funds holding in top 10

Funds holding in top 10: 17 → 24 (+7)

30% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 137

30% more capital invested

Capital invested by funds: $2.07B → $2.68B (+$616M)

12% more funds holding

Funds holding: 421 → 470 (+49)

3.73% more ownership

Funds ownership: 32.41% → 36.13% (+3.7%)

Holders
470
Holders Change
+49
Holders Change %
+11.64%
% of All Funds
6.85%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.35%
New
74
Increased
178
Reduced
137
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$71.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$69.5M
3
RCS
Retirement Capital Strategies
California
+$20.2M
4
Cerity Partners
Cerity Partners
New York
+$15M
5
FCG
Financial Connections Group
California
+$11.4M

Top Sellers

Rank Fund Capital Flow
1
VF
Visa Foundation
California
-$9.28M
2
FTUS
Flow Traders U.S.
New York
-$3.94M
3
EW
Evoke Wealth
California
-$3.89M
4
SC
Soundwatch Capital
Connecticut
-$3.65M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
151
Mission Wealth Management
California
$1.43M -$106K -1,348 -7%
UFA
152
US Financial Advisors
Massachusetts
$1.42M +$85.2K +1,081 +7%
GT
153
Glenview Trust
Kentucky
$1.39M +$11.6K +147 +0.9%
WFA
154
West Financial Advisors
Iowa
$1.39M -$96.9K -1,229 -7%
PWM
155
Perigon Wealth Management
California
$1.38M +$73.3K +930 +6%
SPIA
156
Strategic Point Investment Advisors
Rhode Island
$1.37M +$46.5K +590 +4%
AA
157
Addison Advisors
Vermont
$1.37M -$327K -4,144 -20%
W
158
WealthCollab
Washington
$1.36M +$1.26M +15,981 New
MMA
159
Miracle Mile Advisors
California
$1.35M -$225K -2,854 -15%
Neuberger Berman Group
160
Neuberger Berman Group
New York
$1.35M +$1.25M +15,880 New
M&T Bank
161
M&T Bank
New York
$1.31M – – –
VA
162
Valmark Advisers
Ohio
$1.3M – – –
CA
163
Cetera Advisors
Colorado
$1.28M +$38.1K +483 +3%
PHAM
164
Palisades Hudson Asset Management
Florida
$1.25M +$4.41K +56 +0.4%
RMDI
165
R.M. Davis Inc
Maine
$1.25M +$80.5K +1,021 +7%
MSA
166
Marino Stram & Associates
Massachusetts
$1.23M -$75.3K -955 -6%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$1.23M +$62.7K +795 +6%
IC
168
Iconiq Capital
California
$1.22M +$1.13M +14,335 New
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$1.21M – – –
PG
170
Proffitt & Goodson
Tennessee
$1.19M -$98K -1,244 -8%
JFA
171
JNBA Financial Advisors
Minnesota
$1.17M -$19.1K -242 -2%
Stifel Financial
172
Stifel Financial
Missouri
$1.16M +$163K +2,071 +18%
SCA
173
Snowden Capital Advisors
New York
$1.15M -$15.4K -196 -1%
PP
174
Pegasus Partners
Wisconsin
$1.15M +$473 +6 +0%
WS
175
Wedbush Securities
California
$1.15M -$33.5K -425 -3%
5 6
7
8 9

ESGV Hedge Fund Activity: Q4 2023 in Review

470 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2023, worth a combined $2.68B — up 30% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ESGV positions and 19 closed out — a net gain of 55 holders — while 178 added to existing stakes and 137 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $71.3M. The largest seller was Visa Foundation, cutting an estimated $9.28M.

  • 470 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2023, up from 421 in Q3 2023.
  • Funds reported $2.68B of Vanguard ESG US Stock ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 74 funds opened new Vanguard ESG US Stock ETF positions in Q4 2023 and 19 closed out, a net change of +55 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q4 2023 was Morgan Stanley, an estimated $71.3M added.
  • The largest Vanguard ESG US Stock ETF seller in Q4 2023 was Visa Foundation, an estimated $9.28M sold.

Based on aggregated 13F filings for Q4 2023.