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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
EP
376
Essential Planning
New Hampshire
$363K -$26.2M -250,283 -99%
VHAM
377
Van Hulzen Asset Management
California
$362K
PCM
378
Parsons Capital Management
Rhode Island
$354K -$10.5K -100 -3%
AAG
379
Armstrong Advisory Group
Massachusetts
$353K
MA
380
Mutual Advisors
Nebraska
$352K -$22.7K -217 -6%
PB
381
Pinnacle Bancorp
Nebraska
$352K +$941 +9 +0.3%
ACM
382
Alpha Capital Management
Texas
$352K +$6.8K +65 +2%
MSWMA
383
Market Street Wealth Management Advisors
Indiana
$348K -$85.2K -815 -19%
AWM
384
Apollon Wealth Management
South Carolina
$348K -$5.65K -54 -1%
OFG
385
OmniStar Financial Group
North Carolina
$348K +$1.78K +17 +0.5%
CWA
386
Cornerstone Wealth Advisors
Minnesota
$346K
HWM
387
Hemington Wealth Management
Virginia
$343K
SC
388
Savant Capital
Illinois
$336K +$732 +7 +0.2%
FOA
389
Five Oceans Advisors
California
$335K
QFA
390
Quantum Financial Advisors
California
$329K +$1.05K +10 +0.3%
RP
391
Rice Partnership
Hawaii
$328K -$10.6K -101 -3%
PWP
392
Principle Wealth Partners
Connecticut
$328K
NCM
393
NCM Capital Management
New Jersey
$327K
SFFS
394
Stonehage Fleming Financial Services
Jersey
$326K
LCWP
395
Legacy Capital Wealth Partners
Arkansas
$325K +$19.8K +189 +6%
NAS
396
NWF Advisory Services
California
$323K +$345K +3,295 New
FFG
397
Fiduciary Financial Group
California
$323K +$366K +3,504 New
MCA
398
MSH Capital Advisors
Arizona
$322K +$24.2K +231 +8%
LPT
399
Legacy Private Trust
Wisconsin
$321K
BSSFA
400
Baron Silver Stevens Financial Advisors
Florida
$317K -$14.4K -138 -4%

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.