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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
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$583K +$31.9K +305 +5%
RIM
302
Rockbridge Investment Management
New York
$580K -$7.74K -74 -1%
KFP
303
KMG Fiduciary Partners
Ohio
$578K
AIP
304
Ameritas Investment Partners
Nebraska
$573K +$2.82K +27 +0.5%
FFWA
305
FRG Family Wealth Advisors
Washington
$571K +$5.23K +50 +0.9%
AAM
306
Ameraudi Asset Management
New York
$567K
CFA
307
Capstone Financial Advisors
Illinois
$564K -$167K -1,596 -22%
DWM
308
Destination Wealth Management
California
$559K
CPBTD
309
Central Pacific Bank - Trust Division
Hawaii
$554K
FFS
310
Fortress Financial Solutions
Arizona
$553K -$58.7K -561 -9%
PA
311
Pinnacle Associates
New York
$553K +$57.5K +550 +11%
CMP
312
Coston McIsaac & Partners
Maine
$550K -$5.54K -53 -0.9%
QFPS
313
Quantum Financial Planning Services
Washington
$542K +$627 +6 +0.1%
FCM
314
Firestone Capital Management
Florida
$541K +$3.35K +32 +0.6%
TW
315
Towerpoint Wealth
California
$540K +$249K +2,378 +76%
Citigroup
316
Citigroup
New York
$538K +$64.3K +615 +13%
IIM
317
InTrack Investment Management
Vermont
$534K -$24K -230 -4%
Massachusetts Financial Services
318
Massachusetts Financial Services
Massachusetts
$532K -$257K -2,459 -31%
EWA
319
EP Wealth Advisors
California
$531K -$429K -4,102 -43%
NEWAS
320
N.E.W. Advisory Services
Wisconsin
$530K +$270K +2,584 +91%
OCM
321
One Capital Management
California
$526K +$562K +5,374 New
NIM
322
Northeast Investment Management
Massachusetts
$526K -$123K -1,181 -18%
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$512K -$418 -4 -0.1%
SNWA
324
Siligmueller & Norvid Wealth Advisors
Illinois
$509K
PCM
325
Peirce Capital Management
Texas
$504K

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.