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Vanguard ESG US Stock ETF

620 hedge funds and large institutions have $3.13B invested in Vanguard ESG US Stock ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 231 increasing their positions, 183 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 26

26% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 183

11% more capital invested

Capital invested by funds: $2.83B → $3.13B (+$301M)

6% more funds holding

Funds holding: 585620 (+35)

0.21% less ownership

Funds ownership: 29.75%29.54% (-0.21%)

14% less funds holding in top 10

Funds holding in top 10: 2824 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $307K

Holders
620
Holders Change
+35
Holders Change %
+5.98%
% of All Funds
8.16%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
71
Increased
231
Reduced
183
Closed
26
Calls
Puts
$307K
Net Calls
-$307K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
601
Creative Financial Designs
Indiana
$13.7K
GM
602
GeoWealth Management
Illinois
$11.7K +$10.8K +107 New
AAP
603
Arax Advisory Partners
Colorado
$11.7K
Russell Investments Group
604
Russell Investments Group
United Kingdom
$11.5K +$806 +8 +8%
VWA
605
Valued Wealth Advisors
Utah
$11.2K
BWM
606
Bernard Wealth Management
Michigan
$8.77K
SMA
607
Sage Mountain Advisors
Georgia
$8.11K +$7.46K +74 New
BA
608
Bellwether Advisors
Nebraska
$7.13K
FWM
609
FSA Wealth Management
Massachusetts
$6.8K
FWA
610
Flagship Wealth Advisors
Massachusetts
$5.37K +$4.94K +49 New
T
611
Tidemark
California
$4.71K
TVWM
612
Tower View Wealth Management
Wisconsin
$4.56K +$101 +1 +2%
OW
613
Olistico Wealth
Oklahoma
$3.14K +$101 +1 +4%
RIL
614
Rothschild Investment LLC
Illinois
$2.54K
3IP
615
3Chopt Investment Partners
Virginia
$1.53K +$1.41K +14 New
SIS
616
Strategic Investment Solutions
Illinois
$1.32K
NC
617
North Capital
Utah
$1.1K
KG
618
Kilter Group
New York
$329 +$302 +3 New
RF
619
Rossby Financial
Florida
$78 -$261K -2,591 -100%
AssetMark Inc
620
AssetMark Inc
California
$48
PCIG
621
Partners Capital Investment Group
Massachusetts
-$43.1M -440,383 Closed
Toronto Dominion Bank
622
Toronto Dominion Bank
Ontario, Canada
-$3.84M -39,205 Closed
FTUS
623
Flow Traders U.S.
New York
-$2.17M -22,133 Closed
Susquehanna International Group
624
Susquehanna International Group
Pennsylvania
-$2.1M -21,464 Closed
AFG
625
Albion Financial Group
Utah
-$1.62M -16,499 Closed

ESGV Hedge Fund Activity: Q2 2025 in Review

620 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2025, worth a combined $3.13B — up 11% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ESGV positions and 26 closed out — a net gain of 45 holders — while 231 added to existing stakes and 183 trimmed.

The largest buyer was Leo Wealth LLC, adding an estimated $30.2M. The largest seller was Partners Capital Investment Group, exiting entirely with an estimated $43.1M sold.

  • 620 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2025, up from 585 in Q1 2025.
  • Funds reported $3.13B of Vanguard ESG US Stock ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 71 funds opened new Vanguard ESG US Stock ETF positions in Q2 2025 and 26 closed out, a net change of +45 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2025 was Leo Wealth LLC, an estimated $30.2M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2025 was Partners Capital Investment Group, an estimated $43.1M sold.

Based on aggregated 13F filings for Q2 2025.