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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
FC
201
Family CFO
California
$654K +$73.9K +1,061 +13%
MAM
202
MMA Asset Management
Pennsylvania
$645K +$1.74K +25 +0.3%
WTC
203
WhitTier Trust Company
Nevada
$644K – – –
CWA
204
CJM Wealth Advisers
Virginia
$623K – – –
MSWMA
205
Market Street Wealth Management Advisors
Indiana
$620K -$78.7K -1,130 -12%
SAS
206
Sage Advisory Services
Texas
$618K +$147K +2,106 +32%
BFA
207
Bragg Financial Advisors
North Carolina
$607K -$21.2K -304 -3%
CM
208
Capital Management
Virginia
$599K – – –
TF
209
Trek Financial
Arizona
$592K -$855K -12,264 -60%
NA
210
Nottingham Advisors
New York
$592K – – –
Empower Advisory Group
211
Empower Advisory Group
Colorado
$574K +$557K +7,995 New
NIM
212
Northeast Investment Management
Massachusetts
$560K +$35.4K +508 +7%
JIC
213
Joel Isaacson & Co
New York
$558K +$37.9K +544 +8%
RPC
214
Rossmore Private Capital
Connecticut
$540K – – –
PCM
215
Passive Capital Management
Maryland
$534K – – –
VFA
216
Valeo Financial Advisors
Indiana
$531K -$279K -4,007 -35%
MCM
217
MAI Capital Management
Ohio
$531K -$80.3K -1,152 -13%
MAG
218
Mokosak Advisory Group
Iowa
$530K +$2.02K +29 +0.4%
SOAG
219
Silver Oak Advisory Group
Oregon
$529K +$209 +3 +0%
ACM
220
Armbruster Capital Management
New York
$523K – – –
VAS
221
Vestmark Advisory Solutions
Massachusetts
$522K -$1.88K -27 -0.4%
LSA
222
Lion Street Advisors
Texas
$522K +$507K +7,276 New
CFA
223
Capstone Financial Advisors
Illinois
$521K +$13K +187 +3%
DP
224
Denver PWM
Colorado
$514K +$70 +1 +0%
PC
225
Pecaut & Co
Iowa
$510K +$1.81K +26 +0.4%
7 8
9
10 11

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.