Vanguard ESG US Stock ETF
ESGV
372 hedge funds and large institutions have $1.47B invested in Vanguard ESG US Stock ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 161 increasing their positions, 108 reducing their positions, and 26 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 108
23% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 26
1% more funds holding
Funds holding: 369 → 372 (+3)
1.16% less ownership
Funds ownership: 34.51% → 33.34% (-1.2%)
8% less capital invested
Capital invested by funds: $1.6B → $1.47B (-$132M)
10% less funds holding in top 10
Funds holding in top 10: 20 → 18 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$10.1M |
| 2 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$5.62M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.32M |
| 4 |
Goldman Sachs
New York
|
+$4.14M |
| 5 |
VCM
Verde Capital Management
Clarkston,
Michigan
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$8.64M |
| 2 |
SCA
Snowden Capital Advisors
New York
|
-$8.45M |
| 3 |
VF
Visa Foundation
San Francisco,
California
|
-$7.44M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$6.11M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.24M |
ESGV Hedge Fund Activity: Q3 2022 in Review
372 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2022, worth a combined $1.47B — down 8.3% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ESGV positions and 26 closed out — a net gain of 6 holders — while 161 added to existing stakes and 108 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $10.1M. The largest seller was Creative Planning, cutting an estimated $8.64M.
- 372 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2022, up from 369 in Q2 2022.
- Funds reported $1.47B of Vanguard ESG US Stock ETF stock for Q3 2022, down 8.3% quarter-over-quarter.
- 32 funds opened new Vanguard ESG US Stock ETF positions in Q3 2022 and 26 closed out, a net change of +6 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q3 2022 was Citadel Advisors, an estimated $10.1M added.
- The largest Vanguard ESG US Stock ETF seller in Q3 2022 was Creative Planning, an estimated $8.64M sold.
Based on aggregated 13F filings for Q3 2022.