ESGV icon

Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

582 hedge funds and large institutions have $2.83B invested in Vanguard ESG US Stock ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 240 increasing their positions, 163 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
7.91%
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
240
Reduced
163
Closed
43
Calls
–
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$81M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$14.5M
3
PB
Prime Buchholz
New Hampshire
+$11.5M
4
Betterment LLC
Betterment LLC
New York
+$9.29M
5
PCIG
Partners Capital Investment Group
Massachusetts
+$7.99M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.37B
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$597M
3
LWL
Leo Wealth LLC
Texas
-$30.8M
4
VF
Visa Foundation
California
-$26.4M
5
EP
Essential Planning
New Hampshire
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
STCOSD
251
Sageworth Trust Company of South Dakota
South Dakota
$781K +$79.7K +814 +11%
EGM
252
Engineers Gate Manager
New York
$778K +$778K +7,947 New
CWA
253
CM Wealth Advisors
Ohio
$768K – – –
TWM
254
Tradition Wealth Management
Minnesota
$768K -$1.17M -11,913 -60%
FCI
255
Financial Counselors Inc
Kansas
$767K – – –
SAI
256
Savvy Advisors Inc
New York
$763K +$20K +204 +3%
CW
257
Curio Wealth
Maryland
$758K -$1.37B -7,224 -100%
CFG
258
Citizens Financial Group
Rhode Island
$758K +$980 +10 +0.1%
CAM
259
Cozad Asset Management
Illinois
$757K – – –
DAS
260
Dynamic Advisor Solutions
Arizona
$754K +$754K +7,700 New
CWM
261
Cherrydale Wealth Management
New Jersey
$739K +$1.96K +20 +0.3%
BCM
262
Brookstone Capital Management
Illinois
$738K -$167K -1,702 -18%
GRA
263
Golden Road Advisors
Florida
$736K +$153K +1,566 +26%
BFS
264
Bradley Foster & Sargent
Connecticut
$731K – – –
MCM
265
MAI Capital Management
Ohio
$729K -$66.7K -681 -8%
Empower Advisory Group
266
Empower Advisory Group
Colorado
$725K -$114K -1,166 -14%
NA
267
Nottingham Advisors
New York
$710K – – –
PCIA
268
Prime Capital Investment Advisors
Kansas
$701K +$421K +4,294 +150%
MIA
269
Milestone Investment Advisors
Wisconsin
$700K -$13.8K -141 -2%
AG
270
AlTi Global
New York
$694K -$1.55M -15,832 -69%
RPC
271
Rossmore Private Capital
Connecticut
$690K – – –
BC
272
Brio Consultants
California
$689K +$453K +4,621 +191%
CC
273
Copperleaf Capital
North Carolina
$682K – – –
UCFA
274
United Capital Financial Advisors
Texas
$681K – – –
CAG
275
Csenge Advisory Group
Florida
$676K +$1.84K +20 +0.3%
9 10
11
12 13