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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
SP
251
Symmetry Partners
Connecticut
$788K -$3.66K -35 -0.4%
HSA
252
HBK Sorce Advisory
Pennsylvania
$781K +$104K +993 +14%
STCOSD
253
Sageworth Trust Company of South Dakota
South Dakota
$781K +$85.1K +814 +11%
EGM
254
Engineers Gate Manager
New York
$778K +$831K +7,947 New
CWA
255
CM Wealth Advisors
Ohio
$768K
TWM
256
Tradition Wealth Management
Minnesota
$768K -$1.25M -11,913 -60%
FCI
257
Financial Counselors Inc
Kansas
$767K
SAI
258
Savvy Advisors Inc
New York
$763K +$21.3K +204 +3%
CW
259
Curio Wealth
Maryland
$758K -$755K -7,224 -100%
CFG
260
Citizens Financial Group
Rhode Island
$758K +$1.05K +10 +0.1%
CAM
261
Cozad Asset Management
Illinois
$757K
DAS
262
Dynamic Advisor Solutions
Arizona
$754K +$805K +7,700 New
CWM
263
Cherrydale Wealth Management
New Jersey
$739K +$2.09K +20 +0.3%
BCM
264
Brookstone Capital Management
Illinois
$738K -$178K -1,702 -18%
GRA
265
Golden Road Advisors
Florida
$736K +$164K +1,566 +26%
BFS
266
Bradley Foster & Sargent
Connecticut
$731K
MCM
267
MAI Capital Management
Ohio
$729K -$71.2K -681 -8%
Empower Advisory Group
268
Empower Advisory Group
Colorado
$725K -$122K -1,166 -14%
NA
269
Nottingham Advisors
New York
$710K
PCIA
270
Prime Capital Investment Advisors
Kansas
$701K +$449K +4,294 +150%
MIA
271
Milestone Investment Advisors
Wisconsin
$700K -$14.7K -141 -2%
AG
272
AlTi Global
New York
$694K -$1.66M -15,832 -69%
RPC
273
Rossmore Private Capital
Connecticut
$690K
BC
274
Brio Consultants
California
$689K +$483K +4,621 +191%
CC
275
Copperleaf Capital
North Carolina
$682K

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.