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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
DWM
451
Dakota Wealth Management
Florida
$245K
Renaissance Technologies
452
Renaissance Technologies
New York
$245K -$2.29M -21,900 -90%
KAS
453
Kestra Advisory Services
Texas
$244K -$7.53K -72 -3%
TAM
454
Townsend Asset Management
North Carolina
$243K
CIC
455
Cutler Investment Counsel
Oregon
$243K +$259K +2,481 New
EFG
456
Everhart Financial Group
Ohio
$238K -$732 -7 -0.3%
AIA
457
Ally Invest Advisors
North Carolina
$238K +$254K +2,430 New
Jane Street
458
Jane Street
New York
$237K +$253K +2,424 New
EWM
459
Evermay Wealth Management
Virginia
$237K
MWM
460
MBE Wealth Management
Wisconsin
$236K +$252K +2,408 New
WIA
461
World Investment Advisors
California
$234K +$105 +1 +0%
MCM
462
Mengis Capital Management
Oregon
$234K -$26.6K -254 -10%
NI
463
Natural Investments
California
$234K -$148K -1,420 -37%
OWA
464
Octavia Wealth Advisors
Ohio
$234K +$25.6K +245 +11%
PIS
465
POM Investment Strategies
North Carolina
$234K +$249K +2,385 New
RRA
466
Round Rock Advisors
Connecticut
$231K
BBW
467
Blue Barn Wealth
Utah
$230K
CWP
468
Concord Wealth Partners
Virginia
$229K
Envestnet Portfolio Solutions
469
Envestnet Portfolio Solutions
Illinois
$223K -$73.5K -703 -24%
ASN
470
Advisory Services Network
Georgia
$221K -$32.4K -310 -12%
AWP
471
Abacus Wealth Partners
California
$221K
GB
472
Goepper Burkhardt
South Carolina
$218K +$2.61K +25 +1%
CIBC World Market
473
CIBC World Market
Ontario, Canada
$216K -$20.3K -194 -8%
MWA
474
Martel Wealth Advisors
Washington
$215K
TF
475
Trek Financial
Arizona
$215K -$42.1K -403 -16%

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.