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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
RWP
201
RWA Wealth Partners
Massachusetts
$798K -$97.6K -1,325 -12%
MIA
202
Milestone Investment Advisors
Wisconsin
$761K +$2.94K +40 +0.4%
MSFS
203
Main Street Financial Solutions
Pennsylvania
$749K +$13.3K +181 +2%
CF
204
Corrigan Financial
Rhode Island
$748K +$15.2K +206 +2%
CWA
205
CM Wealth Advisors
Ohio
$747K +$679K +9,226 New
TRCT
206
Tower Research Capital (TRC)
New York
$718K -$2.58M -35,050 -79%
FC
207
Family CFO
California
$715K – – –
CAM
208
Cozad Asset Management
Illinois
$710K -$22.1K -300 -3%
WTC
209
WhitTier Trust Company
Nevada
$704K – – –
SAS
210
Sage Advisory Services
Texas
$676K +$1.1K +15 +0.2%
Massachusetts Financial Services
211
Massachusetts Financial Services
Massachusetts
$673K +$395K +5,359 +166%
CWA
212
CJM Wealth Advisers
Virginia
$670K -$10K -136 -2%
BFA
213
Bragg Financial Advisors
North Carolina
$663K – – –
CM
214
Capital Management
Virginia
$655K – – –
NA
215
Nottingham Advisors
New York
$646K – – –
GA
216
Greenspring Advisors
Maryland
$642K -$112K -1,516 -16%
NIM
217
Northeast Investment Management
Massachusetts
$641K +$26.9K +366 +5%
VFA
218
Valeo Financial Advisors
Indiana
$636K +$51.8K +704 +9%
FNC
219
First National Corp
Massachusetts
$628K +$170K +2,312 +41%
BFS
220
Bradley Foster & Sargent
Connecticut
$624K +$331K +4,500 +130%
Renaissance Technologies
221
Renaissance Technologies
New York
$619K +$582K +7,900 New
BWM
222
Benchmark Wealth Management
Connecticut
$615K -$371K -5,032 -39%
JIC
223
Joel Isaacson & Co
New York
$611K +$1.55K +21 +0.3%
Empower Advisory Group
224
Empower Advisory Group
Colorado
$607K -$18.3K -249 -3%
MSWMA
225
Market Street Wealth Management Advisors
Indiana
$592K -$80.6K -1,094 -13%
7 8
9
10 11

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.