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Vanguard ESG US Stock ETF
ESGV

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: 26 → 28 (+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: 591 → 586 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$86.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$15.5M
3
PB
Prime Buchholz
New Hampshire
+$12.3M
4
Betterment LLC
Betterment LLC
New York
+$9.92M
5
PCIG
Partners Capital Investment Group
Massachusetts
+$8.53M

Top Sellers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$597M
2
LWL
Leo Wealth LLC
Texas
-$32.8M
3
VF
Visa Foundation
California
-$28.2M
4
EP
Essential Planning
New Hampshire
-$26.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$20.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
426
Bluestem Financial Advisors
Illinois
$278K +$209 +2 +0.1%
Fiera Capital (Canada)
427
Fiera Capital (Canada)
Quebec, Canada
$277K +$732 +7 +0.2%
MWM
428
Momentous Wealth Management
Washington
$277K -$16.8K -161 -5%
CPA
429
Cardiff Park Advisors
California
$273K +$1.15K +11 +0.4%
CM
430
Capital Management
Virginia
$268K -$418 -4 -0.1%
HCP
431
Hexagon Capital Partners
Arkansas
$268K +$732 +7 +0.3%
RCM
432
RB Capital Management
Nevada
$265K – – –
FSA
433
Fort Sheridan Advisors
Illinois
$263K -$24.8K -237 -8%
TAM
434
Tocqueville Asset Management
New York
$263K – – –
PFS
435
Prospera Financial Services
Texas
$261K +$279K +2,664 New
QC
436
Quent Capital
New York
$261K +$20.4K +195 +8%
DE
437
Diversified Enterprises
Delaware
$261K – – –
GIA
438
Gladstone Institutional Advisory
Florida
$260K -$19.9K -190 -7%
SVWAG
439
Sound View Wealth Advisors Group
Georgia
$260K -$60.5K -579 -18%
MGIA
440
Moneta Group Investment Advisors
Missouri
$260K +$732 +7 +0.3%
First Manhattan
441
First Manhattan
New York
$259K +$276K +2,640 New
OWP
442
Obermeyer Wealth Partners
Colorado
$258K +$24.4K +233 +10%
BWG
443
Beta Wealth Group
California
$256K -$23.5K -225 -8%
FF
444
Financial Futures
New Jersey
$255K -$5.75K -55 -2%
RFP
445
Root Financial Partners
California
$254K – – –
MEG
446
Millstone Evans Group
Colorado
$253K +$105K +1,004 +63%
RF
447
Rossby Financial
Florida
$251K +$271K +2,592 New
AWM
448
Avior Wealth Management
Nebraska
$250K +$732 +7 +0.3%
BA
449
Bristlecone Advisors
Washington
$250K -$3.56K -34 -1%
FCIM
450
Fairview Capital Investment Management
California
$250K – – –
16 17
18
19 20

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.