We are live on ! Find out more
ESGV icon

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
NEPWA
401
New England Private Wealth Advisors
Massachusetts
$316K +$27.8K +266 +9%
SEIA
402
Signature Estate & Investment Advisors
California
$314K +$836 +8 +0.3%
PPW
403
Parcion Private Wealth
Washington
$313K +$334K +3,192 New
EC
404
Estate Counselors
Wisconsin
$312K +$80.5K +770 +32%
MCA
405
Midwest Capital Advisors
Michigan
$312K -$1.57K -15 -0.5%
SFA
406
Salus Financial Advisors
Colorado
$310K
HH
407
Hilltop Holdings
Texas
$310K
JWCA
408
J.W. Cole Advisors
Florida
$307K +$327K +3,131 New
WC
409
Wolfstich Capital
Massachusetts
$303K
CAM
410
Clark Asset Management
New Hampshire
$303K
SFS
411
Sowell Financial Services
Arkansas
$296K +$316K +3,020 New
PNC
412
Park National Corp
Ohio
$294K
CA
413
Continuum Advisory
Idaho
$293K +$836 +8 +0.3%
MWA
414
Medallion Wealth Advisors
Connecticut
$293K +$4.5K +43 +1%
TSS
415
Two Sigma Securities
New York
$291K +$311K +2,974 New
MFP
416
Meridian Financial Partners
Virginia
$291K +$44K +421 +17%
CIAS
417
CFS Investment Advisory Services
New Jersey
$289K -$23.6K -226 -7%
SFPG
418
Stonebridge Financial Planning Group
Florida
$287K -$24.6K -235 -7%
WMS
419
Wealth Management Strategies
Pennsylvania
$286K +$9.72K +93 +3%
IWC
420
Integrated Wealth Concepts
Massachusetts
$284K -$49.5K -473 -14%
PCP
421
Panoramic Capital Partners
Oregon
$283K +$341K +3,261 New
IC
422
IEQ Capital
California
$283K +$31.1K +297 +11%
WWP
423
Waypoint Wealth Partners
California
$280K +$13.5K +129 +5%
SPW
424
Sonoma Private Wealth
California
$279K -$12.9K -123 -4%
AFA
425
Antonelli Financial Advisors
Michigan
$279K +$97.8K +935 +49%

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.