Vanguard ESG US Stock ETF
ESGV
369 hedge funds and large institutions have $1.6B invested in Vanguard ESG US Stock ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 183 increasing their positions, 90 reducing their positions, and 43 closing their positions.
103% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 90
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
1.87% more ownership
Funds ownership: 32.64% → 34.51% (+1.9%)
2% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 43
1% less funds holding
Funds holding: 373 → 369 (-4)
13% less capital invested
Capital invested by funds: $1.84B → $1.6B (-$244M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$35.7M |
| 2 |
VCM
Verde Capital Management
Clarkston,
Michigan
|
+$16.9M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$15M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$13.9M |
| 5 |
Betterment LLC
New York
|
+$7.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Visa Foundation
San Francisco,
California
|
-$12.1M |
| 2 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
-$7.63M |
| 3 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$6.91M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$6.11M |
| 5 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$4.17M |
ESGV Hedge Fund Activity: Q2 2022 in Review
369 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2022, worth a combined $1.6B — down 13% from $1.84B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of ESGV and 42 opened new positions — a net loss of 1 holder — while 90 trimmed existing stakes and 183 added.
The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $35.7M. The largest seller was Visa Foundation, cutting an estimated $12.1M.
- 369 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2022, down from 373 in Q1 2022.
- Funds reported $1.6B of Vanguard ESG US Stock ETF stock for Q2 2022, down 13% quarter-over-quarter.
- 42 funds opened new Vanguard ESG US Stock ETF positions in Q2 2022 and 43 closed out, a net change of -1 holder.
- The largest Vanguard ESG US Stock ETF buyer in Q2 2022 was Angeles Investment Advisors, an estimated $35.7M added.
- The largest Vanguard ESG US Stock ETF seller in Q2 2022 was Visa Foundation, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2022.