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Vanguard ESG US Stock ETF
ESGV

373 hedge funds and large institutions have $1.84B invested in Vanguard ESG US Stock ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 186 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 92

1.6% more ownership

Funds ownership: 31.63% → 33.23% (+1.6%)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

5% less capital invested

Capital invested by funds: $1.94B → $1.84B (-$94.9M)

2% less funds holding

Funds holding: 379 → 373 (-6)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

Holders
373
Holders Change
-6
Holders Change %
-1.58%
% of All Funds
5.88%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
35
Increased
186
Reduced
92
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$34.2M
2
EH
Equitable Holdings
New York
+$20.6M
3
AFA
American Financial Advisors
Georgia
+$18.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$11.5M
5
BSW
Buckingham Strategic Wealth
Missouri
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$28.9M
2
RWM
Refined Wealth Management
Utah
-$21.1M
3
VF
Visa Foundation
California
-$11.3M
4
PA
Parallel Advisors
California
-$9.63M
5
RCS
Retirement Capital Strategies
California
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$329M +$11.5M +143,471 +4%
VF
2
Visa Foundation
California
$237M -$11.3M -140,000 -5%
Creative Planning
3
Creative Planning
Kansas
$73.3M +$7.06M +87,772 +11%
Morgan Stanley
4
Morgan Stanley
New York
$67.6M +$7.58M +94,290 +13%
Bank of America
5
Bank of America
North Carolina
$60.7M +$2.28M +28,319 +4%
LB
6
Leo Brokerage
Texas
$49.7M +$49.3M +613,202 New
Ameriprise
7
Ameriprise
Minnesota
$43.4M -$8.76M -108,991 -17%
Wealthfront Advisers
8
Wealthfront Advisers
California
$41.6M +$8.45M +105,129 +26%
CA
9
Crewe Advisors
Utah
$38.4M +$22.4K +279 +0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$34.9M +$331K +4,117 +1%
UBS Group
11
UBS Group
Switzerland
$30.6M +$243K +3,025 +0.8%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$27.6M +$2.01K +25 +0%
Betterment LLC
13
Betterment LLC
New York
$24.9M +$5.29M +65,749 +27%
Goldman Sachs
14
Goldman Sachs
New York
$22.7M -$908K -11,289 -4%
OWM
15
Orgel Wealth Management
Wisconsin
$22.1M -$212K -2,633 -1%
EH
16
Equitable Holdings
New York
$21.7M +$20.6M +255,654 +2,237%
PIC
17
Platt Investment Counsel
Florida
$20.7M +$1.9M +23,684 +10%
CWM
18
Cedar Wealth Management
California
$18.9M +$8.38M +104,257 +81%
AFA
19
American Financial Advisors
Georgia
$18.8M +$18.6M +231,694 New
VCM
20
Verde Capital Management
Michigan
$18.7M +$941K +11,705 +5%
SCM
21
SCS Capital Management
Massachusetts
$16.2M +$330K +4,103 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$16M +$793K +9,858 +5%
Wells Fargo
23
Wells Fargo
California
$15.2M -$60.4K -751 -0.4%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$14.8M +$1.89M +23,494 +15%
I
25
IMPACTfolio
Colorado
$14.8M +$2.88M +35,773 +24%
1
2 3 4 5

ESGV Hedge Fund Activity: Q1 2022 in Review

373 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2022, worth a combined $1.84B — down 4.9% from $1.94B a quarter earlier.

Fund positioning in ESGV was balanced in Q1 2022: 35 funds opened new positions, 35 closed out, 186 added to existing stakes and 92 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $34.2M. The largest seller was Karpus Investment Management, cutting an estimated $28.9M.

  • 373 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2022, down from 379 in Q4 2021.
  • Funds reported $1.84B of Vanguard ESG US Stock ETF stock for Q1 2022, down 4.9% quarter-over-quarter.
  • 35 funds opened new Vanguard ESG US Stock ETF positions in Q1 2022 and 35 closed out, a net change of 0 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $34.2M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2022 was Karpus Investment Management, an estimated $28.9M sold.

Based on aggregated 13F filings for Q1 2022.