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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
FNWM
26
Financial Network Wealth Management
Utah
$24.9M +$319K +3,054 +1%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$24.9M +$1.27M +12,166 +5%
MG
28
Mather Group
Illinois
$24.2M -$2.39M -22,824 -8%
LPL Financial
29
LPL Financial
California
$22.9M +$327K +3,128 +1%
GC
30
Garde Capital
Washington
$22.7M +$1.69M +16,166 +7%
Cerity Partners
31
Cerity Partners
New York
$22.7M +$2.34M +22,347 +11%
HDIM
32
Hanson & Doremus Investment Management
Vermont
$21.4M +$33.8K +323 +0.1%
CWM
33
Cedar Wealth Management
California
$19.8M -$382K -3,654 -2%
CAM
34
Clarity Asset Management
Iowa
$19.2M +$3.2M +30,580 +18%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$19.2M -$3.63M -34,690 -15%
RWP
36
RWA Wealth Partners
Massachusetts
$19.1M -$1M -9,578 -5%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$17.9M -$208K -1,992 -1%
MCCA
38
Mill Creek Capital Advisors
Pennsylvania
$17.7M +$1.22M +11,715 +7%
SOWAS
39
Silver Oak Wealth Advisors Services
California
$17.3M +$75.3K +720 +0.4%
FCG
40
Financial Connections Group
California
$16.3M -$18.3K -175 -0.1%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$15.9M +$2.17M +20,718 +15%
HighTower Advisors
42
HighTower Advisors
Illinois
$15.5M +$1.62M +15,516 +11%
DL
43
DOHJ LLC
Washington
$15.1M +$1.15M +11,003 +8%
CG
44
Caprock Group
Idaho
$14.6M +$295K +2,822 +2%
LFA
45
LifeGuide Financial Advisors
Pennsylvania
$14.5M +$240K +2,295 +2%
HI
46
Human Investing
Oregon
$14.4M +$1.23M +11,803 +9%
GAM
47
Gemmer Asset Management
California
$14.3M +$481K +4,604 +3%
RCG
48
Regatta Capital Group
California
$13.9M +$683K +6,532 +5%
SAG
49
SageView Advisory Group
California
$13.5M +$32K +306 +0.2%
OWM
50
Orgel Wealth Management
Wisconsin
$13.5M -$7M -66,963 -33%

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.