Vanguard ESG US Stock ETF
ESGV
428 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, 162 increasing their positions, 144 reducing their positions, and 25 closing their positions.
64% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 25
13% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 144
11% more capital invested
Capital invested by funds: $2.01B → $2.23B (+$221M)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
3% more funds holding
Funds holding: 416 → 428 (+12)
4.6% less ownership
Funds ownership: 37.72% → 33.12% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$22.9M |
| 2 |
Goldman Sachs
New York
|
+$12.1M |
| 3 |
Morgan Stanley
New York
|
+$8.33M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.85M |
| 5 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$309M |
| 2 |
VF
Visa Foundation
San Francisco,
California
|
-$20.3M |
| 3 |
AFA
American Financial Advisors
Marietta,
Georgia
|
-$11.4M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$5.95M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.87M |
ESGV Hedge Fund Activity: Q2 2023 in Review
428 of the 6,383 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 11% from $2.01B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new ESGV positions and 25 closed out — a net gain of 16 holders — while 162 added to existing stakes and 144 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.
- 428 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2023, up from 416 in Q1 2023.
- Funds reported $2.23B of Vanguard ESG US Stock ETF stock for Q2 2023, up 11% 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.