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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
UCFA
276
United Capital Financial Advisors
Texas
$681K
CAG
277
Csenge Advisory Group
Florida
$676K +$2.09K +20 +0.3%
DF
278
Dunhill Financial
United Kingdom
$671K +$418 +4 +0.1%
FA
279
FC Advisory
Pennsylvania
$658K +$13.2K +126 +2%
APP
280
Avantax Planning Partners
Iowa
$655K
LWCFA
281
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$652K
PJSIMP
282
P.J. Schmidt Investment Management (PJS)
Wisconsin
$651K -$5.44K -52 -0.8%
SAS
283
Sage Advisory Services
Texas
$649K
SC
284
Schoolcraft Capital
Colorado
$647K +$690K +6,602 New
BWM
285
Benchmark Wealth Management
Connecticut
$643K
BBNA
286
Bremer Bank National Association
Minnesota
$635K
MPM
287
Meritage Portfolio Management
Kansas
$634K -$1.57K -15 -0.2%
FPAS
288
Focus Partners Advisor Solutions
Missouri
$630K +$8.57K +82 +1%
NA
289
NewEdge Advisors
Louisiana
$627K -$2.26M -21,590 -77%
CIA
290
Compass Ion Advisors
Pennsylvania
$622K +$1.57K +15 +0.2%
IA
291
IFG Advisors
Missouri
$622K +$14.4K +138 +2%
JFA
292
JNBA Financial Advisors
Minnesota
$614K -$61.1K -584 -9%
LA
293
LexAurum Advisors
Kansas
$612K +$22.1K +211 +3%
Brown Advisory
294
Brown Advisory
Maryland
$605K +$646K +6,174 New
EPP
295
ETF Portfolio Partners
Kansas
$604K +$11.5K +110 +2%
CIA
296
Cascade Investment Advisors
Oregon
$602K
US Bancorp
297
US Bancorp
Minnesota
$595K +$544K +5,199 +591%
APG
298
Abacus Planning Group
South Carolina
$592K
VWA
299
VSM Wealth Advisory
Maryland
$590K +$6.38K +61 +1%
MHC
300
May Hill Capital
Massachusetts
$588K +$627K +6,000 New

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.