Vanguard ESG US Stock ETF
ESGV
522 hedge funds and large institutions have $2.7B invested in Vanguard ESG US Stock ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 216 increasing their positions, 132 reducing their positions, and 16 closing their positions.
194% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 16
64% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 132
5% more funds holding
Funds holding: 496 → 522 (+26)
4% more funds holding in top 10
Funds holding in top 10: 23 → 24 (+1)
4% less capital invested
Capital invested by funds: $2.8B → $2.7B (-$108M)
3.67% less ownership
Funds ownership: 31.6% → 27.93% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$19.4M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$11.8M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$9.72M |
| 4 |
Two Sigma Investments
New York
|
+$9.14M |
| 5 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$7.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$390M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$11M |
| 3 |
Goldman Sachs
New York
|
-$7.67M |
| 4 |
BSWM
Boston Standard Wealth Management
Winchester,
Massachusetts
|
-$6.36M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3M |
ESGV Hedge Fund Activity: Q3 2024 in Review
522 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2024, worth a combined $2.7B — down 3.9% from $2.8B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new ESGV positions and 16 closed out — a net gain of 31 holders — while 216 added to existing stakes and 132 trimmed.
The largest buyer was RWA Wealth Partners, adding an estimated $19.4M. The largest seller was Vanguard Group, cutting an estimated $390M.
- 522 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2024, up from 496 in Q2 2024.
- Funds reported $2.7B of Vanguard ESG US Stock ETF stock for Q3 2024, down 3.9% quarter-over-quarter.
- 47 funds opened new Vanguard ESG US Stock ETF positions in Q3 2024 and 16 closed out, a net change of +31 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q3 2024 was RWA Wealth Partners, an estimated $19.4M added.
- The largest Vanguard ESG US Stock ETF seller in Q3 2024 was Vanguard Group, an estimated $390M sold.
Based on aggregated 13F filings for Q3 2024.