We are live on ! Find out more
ESGV icon

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
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$829K
CC
277
Copperleaf Capital
North Carolina
$823K
Citadel Advisors
278
Citadel Advisors
Florida
$817K +$785K +6,899 New
BCM
279
Brookstone Capital Management
Illinois
$815K +$23.8K +209 +3%
CW
280
Curio Wealth
Maryland
$805K
BDF
281
Black Diamond Financial
Maryland
$800K +$536K +4,711 +231%
APP
282
Avantax Planning Partners
Iowa
$792K
FWP
283
Fiduciary Wealth Partners
Massachusetts
$783K -$753K -6,611 -50%
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$772K +$293K +2,574 +65%
SAS
285
Sage Advisory Services
Texas
$770K -$13.1K -115 -2%
TW
286
Towerpoint Wealth
California
$756K +$84.5K +742 +13%
OCM
287
One Capital Management
California
$750K +$11.4K +100 +2%
LA
288
LexAurum Advisors
Kansas
$730K -$53.7K -472 -7%
PGAM
289
Princeton Global Asset Management
New Jersey
$725K +$1.02K +9 +0.1%
APG
290
Abacus Planning Group
South Carolina
$723K +$6.83K +60 +1%
CMP
291
Coston McIsaac & Partners
Maine
$717K +$5.81K +51 +0.8%
EPP
292
ETF Portfolio Partners
Kansas
$708K -$19.6K -172 -3%
IA
293
IFG Advisors
Missouri
$706K -$45K -395 -6%
ZAM
294
Zevin Asset Management
Massachusetts
$705K +$181K +1,586 +36%
FCM
295
Firestone Capital Management
Florida
$700K +$12.4K +109 +2%
MCC
296
Money Concepts Capital
Florida
$699K
KFP
297
KMG Fiduciary Partners
Ohio
$699K
FFWA
298
FRG Family Wealth Advisors
Washington
$696K +$5.12K +45 +0.8%
PCM
299
Peirce Capital Management
Texas
$696K +$228 +2 +0%
AAM
300
Ameraudi Asset Management
New York
$686K

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.