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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
MW
476
Members Wealth
Pennsylvania
$215K +$5.23K +50 +2%
PWM
477
Parkworth Wealth Management
California
$214K +$418 +4 +0.2%
NRG
478
Nemes Rush Group
Michigan
$213K +$627 +6 +0.3%
SIC
479
Salem Investment Counselors
North Carolina
$213K
PRTG
480
Post Resch Tallon Group
New York
$212K
FA
481
Flagstar Advisors
New York
$212K +$627 +6 +0.3%
LWM
482
Liberty Wealth Management
California
$212K +$226K +2,162 New
RWP
483
Reliant Wealth Planning
Kentucky
$209K
ATPW
484
Ashton Thomas Private Wealth
Arizona
$209K +$223K +2,131 New
KMWM
485
Keudell/Morrison Wealth Management
Oregon
$204K -$15.3K -146 -7%
BPWM
486
Badgley Phelps Wealth Managers
Washington
$203K +$217K +2,072 New
DSN
487
D. Scott Neal
Kentucky
$202K -$16.4K -157 -7%
BDF
488
Black Diamond Financial
Maryland
$200K
OFG
489
Oxford Financial Group
Indiana
$196K
NSIM
490
North Star Investment Management
Illinois
$195K +$523 +5 +0.3%
HC
491
Hurley Capital
New York
$189K +$105 +1 +0.1%
Comerica Bank
492
Comerica Bank
Texas
$187K
MWM
493
Mascoma Wealth Management
New Hampshire
$160K -$627 -6 -0.4%
PFBT
494
Parkside Financial Bank & Trust
Missouri
$159K
TCM
495
TruNorth Capital Management
Michigan
$157K +$168K +1,607 New
BBHC
496
Brown Brothers Harriman & Co
New York
$149K +$836 +8 +0.5%
MFA
497
Morling Financial Advisors
California
$149K
CWA
498
Carolina Wealth Advisors
South Carolina
$147K -$20.4K -195 -11%
GK
499
Graney & King
New York
$147K +$105 +1 +0.1%
RLIM
500
Red Lighthouse Investment Management
New York
$147K +$42.1K +403 +34%

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.