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Vanguard ESG US Stock ETF
ESGV

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: 26 → 28 (+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: 591 → 586 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$86.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$15.5M
3
PB
Prime Buchholz
New Hampshire
+$12.3M
4
Betterment LLC
Betterment LLC
New York
+$9.92M
5
PCIG
Partners Capital Investment Group
Massachusetts
+$8.53M

Top Sellers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$597M
2
LWL
Leo Wealth LLC
Texas
-$32.8M
3
VF
Visa Foundation
California
-$28.2M
4
EP
Essential Planning
New Hampshire
-$26.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$20.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
576
Bellwether Advisors
Nebraska
$6.37K – – –
FWM
577
FSA Wealth Management
Massachusetts
$6.07K – – –
T
578
Tidemark
California
$4.21K – – –
TVWM
579
Tower View Wealth Management
Wisconsin
$4.06K – – –
OW
580
Olistico Wealth
Oklahoma
$2.8K -$105 -1 -3%
BL
581
BFSG LLC
California
$2.74K – – –
RIL
582
Rothschild Investment LLC
Illinois
$2.26K – – –
SIS
583
Strategic Investment Solutions
Illinois
$1.18K – – –
NC
584
North Capital
Utah
$980 +$1.05K +10 New
GWS
585
Glassman Wealth Services
Virginia
$392 – – –
Two Sigma Investments
586
Two Sigma Investments
New York
– -$20.2M -192,797 Closed
SC
587
Soundwatch Capital
Connecticut
– -$4.08M -38,859 Closed
KWM
588
Kingsview Wealth Management
Oregon
– -$3.63M -34,602 Closed
CF
589
Corrigan Financial
Rhode Island
– -$1.06M -10,089 Closed
AI
590
Atria Investments
North Carolina
– -$753K -7,180 Closed
Koshinski Asset Management
591
Koshinski Asset Management
Illinois
– -$597M -5,690 Closed
CFGS
592
Concourse Financial Group Securities
Alabama
– -$429K -3,950 Closed
FNA
593
First National Advisers
Nebraska
– -$379K -3,610 Closed
IWA
594
IBEX Wealth Advisors
New Jersey
– -$345K -3,293 Closed
TAM
595
Trillium Asset Management
Massachusetts
– -$299K -2,850 Closed
WCFA
596
Walkner Condon Financial Advisors
Wisconsin
– -$275K -2,620 Closed
CRC
597
Curi RMB Capital
Illinois
– -$272K -2,590 Closed
ACP
598
Argyle Capital Partners
California
– -$262K -2,500 Closed
RSA
599
River Street Advisors
Illinois
– -$261K -2,486 Closed
FSA
600
Financial Services Advisory
Maryland
– -$259K -2,471 Closed
22 23
24
25 26

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.