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Vanguard ESG US Stock ETF
ESGV

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: 24 → 26 (+2)

3% more funds holding

Funds holding: 620 → 640 (+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
–

Top Buyers

Rank Fund Capital Flow
1
IAS
IMA Advisory Services
Colorado
+$31.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$19.2M
3
AAP
Arax Advisory Partners
Colorado
+$19.1M
4
AA
Ashford Advisors
New York
+$15.3M
5
HIP
HUB Investment Partners
Texas
+$7.25M

Top Sellers

Rank Fund Capital Flow
1
LWL
Leo Wealth LLC
Texas
-$34.3M
2
AIA
Angeles Investment Advisors
California
-$16.2M
3
SC
Stephens Consulting
Michigan
-$5.28M
4
Creative Planning
Creative Planning
Kansas
-$5.14M
5
Goldman Sachs
Goldman Sachs
New York
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
351
Zhang Financial
Michigan
$483K +$121K +1,067 +35%
RFA
352
Rollins Financial Advisors
New York
$483K -$31K -272 -6%
MAG
353
Mokosak Advisory Group
Iowa
$481K -$99K -870 -18%
AIA
354
Ally Invest Advisors
North Carolina
$481K -$6.38K -56 -1%
Massachusetts Financial Services
355
Massachusetts Financial Services
Massachusetts
$479K +$13.8K +121 +3%
EC
356
Estate Counselors
Wisconsin
$471K +$177K +1,555 +64%
FFG
357
Fiduciary Financial Group
California
$470K +$51.6K +453 +13%
ASN
358
Advisory Services Network
Georgia
$466K +$1.82K +16 +0.4%
ACM
359
Aspen Capital Management
Idaho
$466K +$1.02K +9 +0.2%
TWC
360
TD Waterhouse Canada
Ontario, Canada
$462K – – –
AFS
361
Access Financial Services
Minnesota
$459K – – –
AAG
362
Armstrong Advisory Group
Massachusetts
$456K -$3.07K -27 -0.7%
ACM
363
Alpha Capital Management
Texas
$456K +$6.15K +54 +1%
SCA
364
Sulzberger Capital Advisors
Florida
$453K – – –
CWP
365
Corepath Wealth Partners
Arizona
$453K +$431K +3,787 New
GIA
366
Gladstone Institutional Advisory
Florida
$451K +$228 +2 +0.1%
PWA
367
Physician Wealth Advisors
Utah
$442K -$8.77K -77 -2%
PSCM
368
Per Stirling Capital Management
Texas
$439K – – –
VHAM
369
Van Hulzen Asset Management
California
$438K – – –
AWM
370
Aprio Wealth Management
Georgia
$435K +$342 +3 +0.1%
NFG
371
Northeast Financial Group
Pennsylvania
$434K +$417K +3,663 New
MA
372
Mutual Advisors
Nebraska
$432K -$58.1K -510 -12%
NAS
373
NWF Advisory Services
California
$432K +$11.4K +100 +3%
EP
374
Essential Planning
New Hampshire
$429K -$1.94K -17 -0.5%
PB
375
Pinnacle Bancorp
Nebraska
$428K +$911 +8 +0.2%
13 14
15
16 17

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.