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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
BPWM
501
Badgley Phelps Wealth Managers
Washington
$237K
OFG
502
Oxford Financial Group
Indiana
$237K
NSIM
503
North Star Investment Management
Illinois
$236K +$569 +5 +0.3%
LWA
504
Ledgewood Wealth Advisors
New Hampshire
$235K
FA
505
Fiduciary Alliance
South Carolina
$235K +$228 +2 +0.1%
LWM
506
Level Wealth Management
North Carolina
$233K +$455 +4 +0.2%
SFI
507
SPC Financial Inc
Maryland
$232K +$223K +1,955 New
NPF
508
Norris Perne & French
Michigan
$231K
NA
509
Nautilus Advisors
California
$230K -$12.2K -107 -5%
DAS
510
Diversify Advisory Services
Utah
$229K -$15.5K -136 -7%
CA
511
Cornerstone Advisory
Maryland
$229K +$455 +4 +0.2%
MGW
512
MB Generational Wealth
Washington
$228K +$219K +1,925 New
CIBC World Market
513
CIBC World Market
Ontario, Canada
$228K -$38.3K -336 -15%
RFP
514
Root Financial Partners
California
$226K -$39.8K -350 -15%
CWA
515
Continuum Wealth Advisors
New York
$222K
BFG
516
Bouchey Financial Group
New York
$221K +$213K +1,867 New
VF
517
Vawter Financial
Ohio
$220K +$212K +1,860 New
OFP
518
OFC Financial Planning
New Jersey
$217K
AWA
519
Amplius Wealth Advisors
Pennsylvania
$215K +$206K +1,812 New
AWM
520
Avaii Wealth Management
Wisconsin
$213K +$205K +1,800 New
AA
521
Advisory Alpha
Michigan
$212K -$88.9K -781 -31%
CBA
522
Coastal Bridge Advisors
Connecticut
$212K +$203K +1,786 New
KW
523
Keyvantage Wealth
Pennsylvania
$209K +$201K +1,766 New
ME
524
McIlrath & Eck
Washington
$209K +$201K +1,765 New
Envestnet Portfolio Solutions
525
Envestnet Portfolio Solutions
Illinois
$208K +$200K +1,759 New

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.