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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
CA
526
Clune & Associates
Illinois
$208K -$9.45K -83 -5%
CFG
527
Carr Financial Group
Massachusetts
$207K +$199K +1,748 New
WAM
528
Weinberger Asset Management
California
$206K +$198K +1,738 New
ACP
529
Argyle Capital Partners
California
$202K +$195K +1,709 New
PGFC
530
Peapack-Gladstone Financial Corp
New Jersey
$201K +$194K +1,700 New
JCM
531
Jacobsen Capital Management
Utah
$201K +$193K +1,697 New
DP
532
DDD Partners
Washington
$200K +$192K +1,690 New
AWM
533
AE Wealth Management
Kansas
$198K +$57.3K +503 +43%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$193K
TCOV
535
Trust Company of Vermont
Vermont
$188K +$2.16K +19 +1%
CWP
536
Concord Wealth Partners
Virginia
$185K -$88.7K -779 -33%
GK
537
Graney & King
New York
$171K +$114 +1 +0.1%
C
538
Covestor
United Kingdom
$171K -$5.92K -52 -3%
EB
539
Eastern Bank
Massachusetts
$165K
HCM
540
Hollencrest Capital Management
California
$164K
SWP
541
Strategic Wealth Partners
Ohio
$160K -$25.5K -224 -14%
BBHC
542
Brown Brothers Harriman & Co
New York
$159K -$20.3K -178 -12%
AC
543
AlphaCore Capital
California
$158K
JWA
544
JFS Wealth Advisors
Pennsylvania
$150K +$114 +1 +0.1%
CWA
545
Carolina Wealth Advisors
South Carolina
$143K -$24.2K -213 -15%
RLIM
546
Red Lighthouse Investment Management
New York
$139K
NEWAS
547
N.E.W. Advisory Services
Wisconsin
$129K -$569 -5 -0.5%
ACA
548
Aptus Capital Advisors
Alabama
$129K -$7.74K -68 -6%
AWM
549
Abound Wealth Management
Tennessee
$122K +$228 +2 +0.2%
SIS
550
Sound Income Strategies
Florida
$122K +$25.5K +224 +28%

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.