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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
CGL
601
Clarius Group LLC
Washington
-$255K -2,427 Closed
OFP
602
OFC Financial Planning
New Jersey
-$249K -2,378 Closed
AWS
603
Atria Wealth Solutions
New York
-$232K -2,209 Closed
RA
604
RFG Advisory
Alabama
-$230K -2,189 Closed
LWM
605
Lakeridge Wealth Management
Ohio
-$216K -2,062 Closed
FCBT
606
First Citizens Bank & Trust
North Carolina
-$212K -2,019 Closed
LWA
607
Ledgewood Wealth Advisors
New Hampshire
-$208K -1,985 Closed
GVCM
608
Global View Capital Management
Wisconsin
-$207K -1,982 Closed
FHA
609
Flagship Harbor Advisors
Massachusetts
-$207K -1,975 Closed
NL
610
NWAM LLC
Washington
-$206K -1,959 Closed
CPSAC
611
Chas P. Smith & Associates (CPS)
Florida
-$205K -1,957 Closed
LWM
612
Level Wealth Management
North Carolina
-$205K -1,954 Closed
LWM
613
LongView Wealth Management
Georgia
-$203K -1,932 Closed
MGW
614
MB Generational Wealth
Washington
-$202K -1,925 Closed
CWM
615
Cahill Wealth Management
Michigan
-$202K -1,921 Closed
WA1
616
Wimmer Associates 1
California
-$201K -1,915 Closed
CA
617
Cornerstone Advisory
Maryland
-$207K -1,899 Closed
KBFS
618
Kohmann Bosshard Financial Services
Ohio
-$127K -1,207 Closed
RA
619
Ransom Advisory
Rhode Island
-$47.2K -450 Closed
CF
620
Conquis Financial
California
-$28K -267 Closed
KIM
621
Kestra Investment Management
Texas
-$25.2K -241 Closed
FWP
622
FAS Wealth Partners
Kansas
-$24.5K -234 Closed
DP
623
Denver PWM
Colorado
-$19.7K -188 Closed
AG
624
AmeriFlex Group
Nevada
-$14.5K -134 Closed
EWA
625
EverSource Wealth Advisors
Alabama
-$13.7K -131 Closed

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.