Vanguard ESG US Stock ETF
ESGV
472 hedge funds and large institutions have $2.62B invested in Vanguard ESG US Stock ETF in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 178 increasing their positions, 138 reducing their positions, and 19 closing their positions.
295% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 19
41% more funds holding in top 10
Funds holding in top 10: 17 → 24 (+7)
29% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 138
26% more capital invested
Capital invested by funds: $2.07B → $2.62B (+$545M)
12% more funds holding
Funds holding: 422 → 472 (+50)
2.77% more ownership
Funds ownership: 32.43% → 35.2% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.5M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$20.2M |
| 3 |
Cerity Partners
New York
|
+$15M |
| 4 |
FCG
Financial Connections Group
Corte Madera,
California
|
+$11.4M |
| 5 |
DL
DOHJ LLC
Seattle,
Washington
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Visa Foundation
San Francisco,
California
|
-$9.28M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.94M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$3.89M |
| 4 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
-$3.65M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.79M |
ESGV Hedge Fund Activity: Q4 2023 in Review
472 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2023, worth a combined $2.62B — up 26% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new ESGV positions and 19 closed out — a net gain of 56 holders — while 178 added to existing stakes and 138 trimmed.
The largest buyer was Vanguard Group, adding an estimated $69.5M. The largest seller was Visa Foundation, cutting an estimated $9.28M.
- 472 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2023, up from 422 in Q3 2023.
- Funds reported $2.62B of Vanguard ESG US Stock ETF stock for Q4 2023, up 26% quarter-over-quarter.
- 75 funds opened new Vanguard ESG US Stock ETF positions in Q4 2023 and 19 closed out, a net change of +56 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q4 2023 was Vanguard Group, an estimated $69.5M added.
- The largest Vanguard ESG US Stock ETF seller in Q4 2023 was Visa Foundation, an estimated $9.28M sold.
Based on aggregated 13F filings for Q4 2023.