We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF
ESGV

421 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, 181 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 132

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

0.69% less ownership

Funds ownership: 33.1% → 32.41% (-0.69%)

1% less funds holding

Funds holding: 427 → 421 (-6)

7% less capital invested

Capital invested by funds: $2.23B → $2.07B (-$161M)

19% less funds holding in top 10

Funds holding in top 10: 21 → 17 (-4)

Holders
421
Holders Change
-6
Holders Change %
-1.41%
% of All Funds
6.68%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
29
Increased
181
Reduced
132
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$8.82M
2
CSPAM
Cary Street Partners Asset Management
Virginia
+$8.12M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$8.12M
4
AIA
Angeles Investment Advisors
California
+$7.07M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$7.07M

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$24.1M
2
Goldman Sachs
Goldman Sachs
New York
-$14.1M
3
Cerity Partners
Cerity Partners
New York
-$12.6M
4
ACA
Affinity Capital Advisors
California
-$4.7M
5
FCG
Financial Connections Group
California
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$619M +$8.82M +112,353 +1%
VF
2
Visa Foundation
California
$151M -$2.94M -37,500 -2%
Creative Planning
3
Creative Planning
Kansas
$83.8M +$800K +10,192 +0.9%
Wealthfront Advisers
4
Wealthfront Advisers
California
$66.6M +$7.07M +90,113 +11%
Morgan Stanley
5
Morgan Stanley
New York
$61M -$591K -7,529 -0.9%
Bank of America
6
Bank of America
North Carolina
$40.6M -$694K -8,849 -2%
VCM
7
Verde Capital Management
Michigan
$38.1M +$1.05M +13,371 +3%
AIA
8
Angeles Investment Advisors
California
$34.5M +$7.07M +90,134 +24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$31.3M -$530K -6,754 -2%
Ameriprise
10
Ameriprise
Minnesota
$29.3M -$2.59M -32,957 -8%
Betterment LLC
11
Betterment LLC
New York
$29.2M +$254K +3,236 +0.8%
PIC
12
Platt Investment Counsel
Florida
$27.7M -$239K -3,041 -0.8%
CA
13
Crewe Advisors
Utah
$26M -$224K -2,850 -0.8%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$23.8M +$1.86M +23,649 +8%
UBS Group
15
UBS Group
Switzerland
$22.5M -$457K -5,828 -2%
FWI
16
Facet Wealth Inc
Maryland
$21.7M +$3.07M +39,083 +15%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$20.3M -$895K -11,403 -4%
FNWM
18
Financial Network Wealth Management
Utah
$20.3M +$2.91M +37,050 +16%
CWM
19
Cedar Wealth Management
California
$18.5M -$67.2K -857 -0.3%
OWM
20
Orgel Wealth Management
Wisconsin
$18.2M +$4.47K +57 +0%
SCM
21
SCS Capital Management
Massachusetts
$18M +$451K +5,745 +2%
Goldman Sachs
22
Goldman Sachs
New York
$17.5M -$14.1M -179,171 -43%
I
23
IMPACTfolio
Colorado
$17.4M +$2.96M +37,691 +19%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$16.7M +$185K +2,352 +1%
MCCA
25
Mill Creek Capital Advisors
Pennsylvania
$15.1M -$904K -11,520 -5%
1
2 3 4 5

ESGV Hedge Fund Activity: Q3 2023 in Review

421 of the 6,301 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, 181 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.

  • 421 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2023, down from 427 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.