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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
Comerica Bank
376
Comerica Bank
Texas
$427K – – –
FPWM
377
Five Pine Wealth Management
Idaho
$426K -$14.8K -130 -3%
Corient Private Wealth
378
Corient Private Wealth
Florida
$424K +$149K +1,307 +58%
PA
379
Pinnacle Associates
New York
$424K -$165K -1,450 -29%
FPAS
380
Focus Partners Advisor Solutions
Missouri
$423K -$520K -4,569 -57%
CFG
381
Cornerstone Financial Group
Nebraska
$422K -$41.2K -362 -9%
EPW
382
Endeavor Private Wealth
Kansas
$421K +$405K +3,555 New
AWM
383
Apollon Wealth Management
South Carolina
$419K – – –
MCA
384
MSH Capital Advisors
Arizona
$418K – – –
IIM
385
InTrack Investment Management
Vermont
$416K +$14.8K +130 +4%
JWCA
386
J.W. Cole Advisors
Florida
$415K +$342 +3 +0.1%
HWM
387
Hemington Wealth Management
Virginia
$415K – – –
IWA
388
IBEX Wealth Advisors
New Jersey
$410K +$1.94K +17 +0.5%
LFA
389
Legacy Financial Advisors
Kentucky
$406K -$33.4K -293 -8%
FOA
390
Five Oceans Advisors
California
$405K – – –
RP
391
Rice Partnership
Hawaii
$400K -$4.44K -39 -1%
WAM
392
WNY Asset Management
New York
$398K +$382K +3,359 New
QFA
393
Quantum Financial Advisors
California
$398K – – –
PWP
394
Principle Wealth Partners
Connecticut
$397K – – –
NCM
395
NCM Capital Management
New Jersey
$396K – – –
SFFS
396
Stonehage Fleming Financial Services
Jersey
$394K – – –
LCWP
397
Legacy Capital Wealth Partners
Arkansas
$393K – – –
RFA
398
RTD Financial Advisors
Pennsylvania
$387K – – –
PCP
399
Panoramic Capital Partners
Oregon
$386K – – –
BSSFA
400
Baron Silver Stevens Financial Advisors
Florida
$384K – – –
14 15
16
17 18

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.