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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
TFA
601
Toth Financial Advisory
Virginia
$26.7K +$114 +1 +0.4%
NFSG
602
Newbridge Financial Services Group
Florida
$26.2K +$114 +1 +0.5%
FNWA
603
Financial Network Wealth Advisors
Utah
$25.7K
Bessemer Group
604
Bessemer Group
New Jersey
$25K
CBT
605
Crews Bank & Trust
Florida
$23.7K
EA
606
Evolution Advisers
Virginia
$23K
NWM
607
Navigoe Wealth Management
California
$23K
CCM
608
Chilton Capital Management
Texas
$22.5K
BWL
609
Bogart Wealth LLC
Virginia
$22.3K +$1.37K +12 +7%
PS
610
Principal Securities
Iowa
$19.9K
APW
611
Acima Private Wealth
Virginia
$18.7K -$22.1K -194 -55%
B
612
Birchbrook
Maine
$17.9K
BL
613
BFSG LLC
California
$17.5K
MCA
614
Midwest Capital Advisors
Michigan
$17.5K
HWA
615
Heritage Wealth Advisors
Virginia
$17.3K
CWM
616
Crowley Wealth Management
Delaware
$16.1K
CFD
617
Creative Financial Designs
Indiana
$14.8K
Russell Investments Group
618
Russell Investments Group
United Kingdom
$12.5K
VWA
619
Valued Wealth Advisors
Utah
$12.1K
MSFP
620
Mark Sheptoff Financial Planning
Connecticut
$11.8K +$11.4K +100 New
BWM
621
Bernard Wealth Management
Michigan
$9.48K
SMA
622
Sage Mountain Advisors
Georgia
$8.77K
FWM
623
FSA Wealth Management
Massachusetts
$7.34K
CA
624
CoreCap Advisors
Michigan
$6.99K +$6.72K +59 New
AIM
625
Anchor Investment Management
South Carolina
$5.92K +$5.69K +50 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.