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Vanguard ESG US Stock ETF

640 hedge funds and large institutions have $3.48B invested in Vanguard ESG US Stock ETF in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 216 increasing their positions, 219 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 23

11% more capital invested

Capital invested by funds: $3.13B → $3.48B (+$352M)

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

3% more funds holding

Funds holding: 620640 (+20)

0.65% more ownership

Funds ownership: 29.54%30.19% (+0.65%)

1% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 219

Holders
640
Holders Change
+20
Holders Change %
+3.23%
% of All Funds
8.4%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.34%
New
56
Increased
216
Reduced
219
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
251
Glenmede Investment Management
Pennsylvania
$941K -$15K -132 -2%
CTWM
252
Cherry Tree Wealth Management
Minnesota
$932K -$33.1K -291 -4%
MT
253
Midwest Trust
Kansas
$927K
PC
254
Pecaut & Co
Iowa
$925K -$15.7K -138 -2%
TWM
255
Tradition Wealth Management
Minnesota
$916K -$3.19K -28 -0.4%
RIM
256
Rockbridge Investment Management
New York
$913K +$12.6K +111 +1%
VIA
257
Vickerman Investment Advisors
Washington
$899K +$864K +7,590 New
CWM
258
Cherrydale Wealth Management
New Jersey
$898K +$2.05K +18 +0.2%
CWA
259
CM Wealth Advisors
Ohio
$894K -$33.9K -298 -4%
GRA
260
Golden Road Advisors
Florida
$894K -$15.4K -135 -2%
CAM
261
Cozad Asset Management
Illinois
$890K
STCOSD
262
Sageworth Trust Company of South Dakota
South Dakota
$881K -$52.7K -463 -6%
CAG
263
Csenge Advisory Group
Florida
$867K -$1.71K -15 -0.2%
MCM
264
MAI Capital Management
Ohio
$863K -$7.97K -70 -1%
UCFA
265
United Capital Financial Advisors
Texas
$862K -$27.9K -245 -3%
JFA
266
JNBA Financial Advisors
Minnesota
$862K +$76.7K +674 +10%
DAS
267
Dynamic Advisor Solutions
Arizona
$848K -$61.6K -541 -7%
LPAM
268
Lodestar Private Asset Management
California
$846K +$250K +2,193 +44%
MIA
269
Milestone Investment Advisors
Wisconsin
$841K -$4.55K -40 -0.6%
HSA
270
HBK Sorce Advisory
Pennsylvania
$841K -$97.2K -854 -11%
Empower Advisory Group
271
Empower Advisory Group
Colorado
$841K -$15K -132 -2%
AG
272
AlTi Global
New York
$839K
RPC
273
Rossmore Private Capital
Connecticut
$835K
TI
274
Truepoint Inc
Ohio
$834K -$464K -4,075 -37%
TFA
275
TPG Financial Advisors
Oregon
$833K +$70.9K +623 +10%

ESGV Hedge Fund Activity: Q3 2025 in Review

640 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2025, worth a combined $3.48B — up 11% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new ESGV positions and 23 closed out — a net gain of 33 holders — while 216 added to existing stakes and 219 trimmed.

The largest buyer was IMA Advisory Services, opening a new position worth an estimated $31.2M. The largest seller was Leo Wealth LLC, cutting an estimated $34.3M.

  • 640 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2025, up from 620 in Q2 2025.
  • Funds reported $3.48B of Vanguard ESG US Stock ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 56 funds opened new Vanguard ESG US Stock ETF positions in Q3 2025 and 23 closed out, a net change of +33 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q3 2025 was IMA Advisory Services, an estimated $31.2M added.
  • The largest Vanguard ESG US Stock ETF seller in Q3 2025 was Leo Wealth LLC, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2025.