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Vanguard ESG US Stock ETF
ESGV

281 hedge funds and large institutions have $1.42B invested in Vanguard ESG US Stock ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

167% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 51

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

16% more capital invested

Capital invested by funds: $1.23B → $1.42B (+$194M)

12% more funds holding

Funds holding: 251 → 281 (+30)

2.65% less ownership

Funds ownership: 32.43% → 29.78% (-2.7%)

Holders
281
Holders Change
+30
Holders Change %
+11.95%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
44
Increased
136
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.3M
2
Betterment LLC
Betterment LLC
New York
+$19.3M
3
VCM
Verde Capital Management
Michigan
+$13.3M
4
Bank of America
Bank of America
North Carolina
+$5.86M
5
Morgan Stanley
Morgan Stanley
New York
+$5.04M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$16.7M
2
FTUS
Flow Traders U.S.
New York
-$9.18M
3
HT
HAP Trading
New York
-$2.89M
4
CA
Crewe Advisors
Utah
-$2.79M
5
HDIM
Hanson & Doremus Investment Management
Vermont
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
176
Principal Financial Group
Iowa
$387K +$376K +4,845 New
BBW
177
Blue Barn Wealth
Utah
$370K +$359K +4,626 New
VFA
178
Valeo Financial Advisors
Indiana
$368K – – –
DP
179
Denver PWM
Colorado
$364K +$353K +4,547 New
MWA
180
Meridian Wealth Advisors
Texas
$329K +$698 +9 +0.2%
AP
181
Appleton Partners
Massachusetts
$325K +$46.5K +600 +17%
FCM
182
Firestone Capital Management
Florida
$325K +$165K +2,126 +110%
BFA
183
Bragg Financial Advisors
North Carolina
$318K – – –
BSSFA
184
Baron Silver Stevens Financial Advisors
Florida
$304K +$295K +3,806 New
IAN
185
Integrated Advisors Network
Texas
$300K +$291K +3,747 New
KCM
186
Karp Capital Management
California
$296K – – –
CFGS
187
Concourse Financial Group Securities
Alabama
$294K -$7.76K -100 -3%
HI
188
Harbour Investments
Wisconsin
$294K +$8.14K +105 +3%
HR
189
Howe & Rusling
New York
$290K – – –
FFG
190
Fullen Financial Group
Ohio
$284K +$621 +8 +0.2%
FCIM
191
Fairview Capital Investment Management
California
$281K – – –
FA
192
Fountainhead AM
New Jersey
$280K – – –
MWM
193
Meridian Wealth Management
Kentucky
$274K -$6.59K -85 -2%
FAG
194
Financial Advisory Group
Texas
$272K – – –
MSA
195
Marino Stram & Associates
Massachusetts
$270K -$178K -2,299 -41%
YWP
196
YorkBridge Wealth Partners
New York
$270K – – –
CF
197
Corrigan Financial
Rhode Island
$270K +$261K +3,370 New
PGAM
198
Princeton Global Asset Management
New Jersey
$268K +$388 +5 +0.1%
AWM
199
Atticus Wealth Management
Florida
$267K +$621 +8 +0.2%
IA
200
IFG Advisors
Missouri
$265K +$2.79K +36 +1%
6 7
8
9 10

ESGV Hedge Fund Activity: Q2 2021 in Review

281 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2021, worth a combined $1.42B — up 16% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGV positions and 13 closed out — a net gain of 31 holders — while 136 added to existing stakes and 51 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $21.3M. The largest seller was Creative Planning, cutting an estimated $16.7M.

  • 281 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2021, up from 251 in Q1 2021.
  • Funds reported $1.42B of Vanguard ESG US Stock ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 44 funds opened new Vanguard ESG US Stock ETF positions in Q2 2021 and 13 closed out, a net change of +31 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2021 was Bank of Montreal, an estimated $21.3M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2021 was Creative Planning, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2021.