Vanguard ESG US Stock ETF
ESGV
422 hedge funds and large institutions have $2.07B invested in Vanguard ESG US Stock ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 182 increasing their positions, 132 reducing their positions, and 29 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 132
2% more capital inflows, than outflows
Capital inflows: $116M | Capital outflows: $113M
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
0.69% less ownership
Funds ownership: 33.12% → 32.43% (-0.69%)
1% less funds holding
Funds holding: 428 → 422 (-6)
19% less funds holding in top 10
Funds holding in top 10: 21 → 17 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.82M |
| 2 |
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$8.12M |
| 3 |
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$8.12M |
| 4 |
Angeles Investment Advisors
Santa Monica,
California
|
+$7.07M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$7.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Retirement Capital Strategies
San Jose,
California
|
-$24.1M |
| 2 |
Goldman Sachs
New York
|
-$14.1M |
| 3 |
Cerity Partners
New York
|
-$12.6M |
| 4 |
Affinity Capital Advisors
Berkeley,
California
|
-$4.7M |
| 5 |
Financial Connections Group
Corte Madera,
California
|
-$4.69M |
ESGV Hedge Fund Activity: Q3 2023 in Review
422 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2023, worth a combined $2.07B — down 7.2% from $2.23B a quarter earlier.
Fund positioning in ESGV was balanced in Q3 2023: 29 funds opened new positions, 29 closed out, 182 added to existing stakes and 132 trimmed.
The largest buyer was Vanguard Group, adding an estimated $8.82M. The largest seller was Retirement Capital Strategies, cutting an estimated $24.1M.
- 422 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2023, down from 428 in Q2 2023.
- Funds reported $2.07B of Vanguard ESG US Stock ETF stock for Q3 2023, down 7.2% quarter-over-quarter.
- 29 funds opened new Vanguard ESG US Stock ETF positions in Q3 2023 and 29 closed out, a net change of 0 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q3 2023 was Vanguard Group, an estimated $8.82M added.
- The largest Vanguard ESG US Stock ETF seller in Q3 2023 was Retirement Capital Strategies, an estimated $24.1M sold.
Based on aggregated 13F filings for Q3 2023.