We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF

620 hedge funds and large institutions have $3.13B invested in Vanguard ESG US Stock ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 231 increasing their positions, 183 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 26

26% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 183

11% more capital invested

Capital invested by funds: $2.83B → $3.13B (+$301M)

6% more funds holding

Funds holding: 585620 (+35)

0.21% less ownership

Funds ownership: 29.75%29.54% (-0.21%)

14% less funds holding in top 10

Funds holding in top 10: 2824 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $307K

Holders
620
Holders Change
+35
Holders Change %
+5.98%
% of All Funds
8.16%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
71
Increased
231
Reduced
183
Closed
26
Calls
Puts
$307K
Net Calls
-$307K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
NL
451
NWAM LLC
Washington
$269K +$246K +2,442 New
RRA
452
Round Rock Advisors
Connecticut
$268K +$9.07K +90 +4%
LWM
453
Liberty Wealth Management
California
$266K +$26.4K +262 +12%
MWM
454
MBE Wealth Management
Wisconsin
$266K +$1.61K +16 +0.7%
EFG
455
Everhart Financial Group
Ohio
$266K -$1.11K -11 -0.5%
EC
456
Estate Counselors
Wisconsin
$265K -$77.6K -770 -24%
EWM
457
Evermay Wealth Management
Virginia
$265K
FA
458
FC Advisory
Pennsylvania
$263K -$435K -4,319 -64%
MCM
459
Mengis Capital Management
Oregon
$262K
WIA
460
World Investment Advisors
California
$260K -$2.32K -23 -1%
OWA
461
Octavia Wealth Advisors
Ohio
$259K -$2.52K -25 -1%
P
462
&Partners
Tennessee
$258K +$237K +2,354 New
FCIM
463
Fairview Capital Investment Management
California
$258K -$20.2K -200 -8%
CWP
464
Concord Wealth Partners
Virginia
$257K
CAMV
465
Concord Asset Management (Virginia)
Virginia
$257K +$236K +2,341 New
KAS
466
Kestra Advisory Services
Texas
$256K -$15.6K -155 -6%
MWM
467
Momentous Wealth Management
Washington
$249K -$55.7K -553 -20%
Corient Private Wealth
468
Corient Private Wealth
Florida
$249K -$3.2M -31,710 -93%
WIC
469
Whitegate Investment Counselors
New Hampshire
$249K +$229K +2,272 New
RFP
470
Root Financial Partners
California
$248K -$33.5K -332 -13%
CIBC World Market
471
CIBC World Market
Ontario, Canada
$248K +$5.04K +50 +2%
AWP
472
Abacus Wealth Partners
California
$247K
GB
473
Goepper Burkhardt
South Carolina
$244K
MWA
474
Martel Wealth Advisors
Washington
$241K
ACA
475
Ackerman Capital Advisors
Texas
$239K +$220K +2,178 New

ESGV Hedge Fund Activity: Q2 2025 in Review

620 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2025, worth a combined $3.13B — up 11% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ESGV positions and 26 closed out — a net gain of 45 holders — while 231 added to existing stakes and 183 trimmed.

The largest buyer was Leo Wealth LLC, adding an estimated $30.2M. The largest seller was Partners Capital Investment Group, exiting entirely with an estimated $43.1M sold.

  • 620 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2025, up from 585 in Q1 2025.
  • Funds reported $3.13B of Vanguard ESG US Stock ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 71 funds opened new Vanguard ESG US Stock ETF positions in Q2 2025 and 26 closed out, a net change of +45 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2025 was Leo Wealth LLC, an estimated $30.2M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2025 was Partners Capital Investment Group, an estimated $43.1M sold.

Based on aggregated 13F filings for Q2 2025.