We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF

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: 2426 (+2)

3% more funds holding

Funds holding: 620640 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
451
Sound View Wealth Advisors Group
Georgia
$314K
OWP
452
Obermeyer Wealth Partners
Colorado
$312K
CRC
453
Curi RMB Capital
Illinois
$307K
CIC
454
Cutler Investment Counsel
Oregon
$305K +$1.71K +15 +0.6%
AWM
455
Avior Wealth Management
Nebraska
$305K +$1.02K +9 +0.4%
BA
456
Bristlecone Advisors
Washington
$301K -$2.39K -21 -0.8%
SPW
457
Sonoma Private Wealth
California
$297K -$38.7K -340 -12%
TLFA
458
True Link Financial Advisors
California
$297K +$285K +2,504 New
AM
459
AGF Management
Ontario, Canada
$296K -$137K -1,200 -32%
IC
460
IEQ Capital
California
$296K -$10.5K -92 -4%
QC
461
Quent Capital
New York
$291K -$3.64K -32 -1%
RRA
462
Round Rock Advisors
Connecticut
$290K
Rockefeller Capital Management
463
Rockefeller Capital Management
New York
$289K +$278K +2,443 New
CP
464
Canopy Partners
Ohio
$288K -$4.67K -41 -2%
LWM
465
Liberty Wealth Management
California
$288K +$683 +6 +0.2%
MWM
466
MBE Wealth Management
Wisconsin
$287K
EWM
467
Evermay Wealth Management
Virginia
$286K
FA
468
FC Advisory
Pennsylvania
$285K +$1.37K +12 +0.5%
OFG
469
OmniStar Financial Group
North Carolina
$285K -$51.2K -450 -16%
OWA
470
Octavia Wealth Advisors
Ohio
$283K +$3.76K +33 +1%
MCM
471
Mengis Capital Management
Oregon
$283K +$114 +1 +0%
TAM
472
Townsend Asset Management
North Carolina
$282K -$11.4K -100 -4%
WIC
473
Whitegate Investment Counselors
New Hampshire
$280K +$10.7K +94 +4%
TWA
474
TCI Wealth Advisors
Arizona
$280K +$45.3K +398 +20%
WIA
475
World Investment Advisors
California
$277K -$3.19K -28 -1%

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.