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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
GC
26
Garde Capital
Washington
$27.2M +$1.66M +16,418 +7%
LPL Financial
27
LPL Financial
California
$26.5M +$785K +7,791 +3%
AIA
28
Angeles Investment Advisors
California
$25.5M -$14.2M -140,847 -38%
Cerity Partners
29
Cerity Partners
New York
$25.4M -$74.9K -743 -0.3%
HDIM
30
Hanson & Doremus Investment Management
Vermont
$24.3M +$267K +2,644 +1%
CWM
31
Cedar Wealth Management
California
$22.2M
PB
32
Prime Buchholz
New Hampshire
$22.1M +$8.43M +83,635 +71%
Two Sigma Investments
33
Two Sigma Investments
New York
$20.7M +$19M +188,497 New
CAM
34
Clarity Asset Management
Iowa
$20.4M -$1.02M -10,140 -5%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$19.9M +$1.98M +19,620 +12%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$19.3M -$647K -6,414 -4%
MCCA
37
Mill Creek Capital Advisors
Pennsylvania
$19.1M -$617K -6,125 -3%
FCG
38
Financial Connections Group
California
$18.9M +$635K +6,299 +4%
RWP
39
RWA Wealth Partners
Massachusetts
$18.8M -$2.4M -23,842 -12%
GAM
40
Gemmer Asset Management
California
$17.1M +$1.03M +10,171 +7%
HighTower Advisors
41
HighTower Advisors
Illinois
$17M -$276K -2,738 -2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$17M -$4.06M -40,282 -21%
HI
43
Human Investing
Oregon
$16.5M +$338K +3,351 +2%
SOWAS
44
Silver Oak Wealth Advisors Services
California
$16.3M -$2.85M -28,225 -16%
RCG
45
Regatta Capital Group
California
$16.2M +$591K +5,864 +4%
LFA
46
LifeGuide Financial Advisors
Pennsylvania
$15.8M -$408K -4,043 -3%
DPI
47
Diversified Portfolios Inc
Michigan
$15.2M +$110K +1,092 +0.8%
OWM
48
Orgel Wealth Management
Wisconsin
$14M -$992K -9,843 -7%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$13.6M +$375K +3,720 +3%
Mariner
50
Mariner
Kansas
$13.4M +$1.45M +14,400 +13%

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.