We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF

586 hedge funds and large institutions have $2.84B invested in Vanguard ESG US Stock ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 243 increasing their positions, 163 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 163

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

7% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 45

0.04% more ownership

Funds ownership: 29.77%29.81% (+0.04%)

1% less funds holding

Funds holding: 591586 (-5)

21% less capital invested

Capital invested by funds: $3.58B → $2.84B (-$745M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $310K

Holders
586
Holders Change
-5
Holders Change %
-0.85%
% of All Funds
7.86%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.38%
New
48
Increased
243
Reduced
163
Closed
45
Calls
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
PFG Advisors
Arizona
$929K +$182K +1,744 +23%
FMWA
227
Forvis Mazars Wealth Advisors
Missouri
$916K -$1.57K -15 -0.2%
CTWM
228
Cherry Tree Wealth Management
Minnesota
$911K +$4.5K +43 +0.5%
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$910K +$7.63K +73 +0.8%
HHGA
230
Halbert Hargrove Global Advisors
California
$901K -$87.1K -833 -8%
SL
231
SFM LLC
New Hampshire
$895K -$80.4K -769 -8%
GWM
232
Geneos Wealth Management
Colorado
$895K +$504K +4,818 +112%
CIA
233
Capital Investment Advisors
Georgia
$881K +$941K +8,998 New
T
234
TrueFG
Texas
$880K +$14.6K +140 +2%
CWA
235
Clearview Wealth Advisors
Oregon
$879K -$39.4K -377 -4%
SBWIC
236
Schaper Benz & Wise Investment Counsel
Wisconsin
$865K +$325K +3,105 +54%
AF
237
Allworth Financial
California
$865K +$487K +4,654 +107%
LC
238
Landaas & Company
Wisconsin
$862K +$77K +736 +9%
PPW
239
Presilium Private Wealth
Pennsylvania
$853K +$66.4K +635 +8%
CWA
240
CJM Wealth Advisers
Virginia
$850K +$70.3K +672 +8%
TFA
241
TPG Financial Advisors
Oregon
$842K +$398K +3,808 +80%
SWP
242
Stratos Wealth Partners
Ohio
$829K -$176K -1,684 -17%
ZF
243
Zhang Financial
Michigan
$823K
PWM
244
Penobscot Wealth Management
Maine
$816K +$871K +8,328 New
PC
245
Pecaut & Co
Iowa
$813K +$15.7K +150 +2%
CP
246
Canopy Partners
Ohio
$811K +$16.3K +156 +2%
GA
247
Greenspring Advisors
Maryland
$803K
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$803K +$79.4K +759 +10%
PCM
249
Passive Capital Management
Maryland
$803K +$25.2K +241 +3%
TDC
250
Thompson Davis & Co
Virginia
$796K

ESGV Hedge Fund Activity: Q1 2025 in Review

586 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2025, worth a combined $2.84B — down 21% from $3.58B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ESGV positions and 45 closed out — a net gain of 3 holders — while 243 added to existing stakes and 163 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $86.4M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $597M sold.

  • 586 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2025, down from 591 in Q4 2024.
  • Funds reported $2.84B of Vanguard ESG US Stock ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 48 funds opened new Vanguard ESG US Stock ETF positions in Q1 2025 and 45 closed out, a net change of +3 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2025 was Morgan Stanley, an estimated $86.4M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $597M sold.

Based on aggregated 13F filings for Q1 2025.