We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF
ESGV

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: 24 → 26 (+2)

3% more funds holding

Funds holding: 620 → 640 (+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
–

Top Buyers

1
IAS
IMA Advisory Services
Colorado
+$31.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$19.2M
3
AAP
Arax Advisory Partners
Colorado
+$19.1M
4
AA
Ashford Advisors
New York
+$15.3M
5
HIP
HUB Investment Partners
Texas
+$7.25M

Top Sellers

1
LWL
Leo Wealth LLC
Texas
-$34.3M
2
AIA
Angeles Investment Advisors
California
-$16.2M
3
SC
Stephens Consulting
Michigan
-$5.28M
4
Creative Planning
Creative Planning
Kansas
-$5.14M
5
Goldman Sachs
Goldman Sachs
New York
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
651
Chas P. Smith & Associates (CPS)
Florida
– -$215K -1,957 Closed
RCAG
652
Rehmann Capital Advisory Group
Michigan
– -$201K -1,837 Closed
AEPWM
653
Atlantic Edge Private Wealth Management
Florida
– -$120K -1,090 Closed
TCM
654
TruNorth Capital Management
Michigan
– -$113K -1,031 Closed
T
655
Transce3nd
Texas
– -$33.2K -303 Closed
BIG
656
Brooklyn Investment Group
New York
– -$31.1K -284 Closed
RA
657
Rise Advisors
New York
– -$27.1K -247 Closed
KGP
658
Keystone Global Partners
Colorado
– -$27K -246 Closed
AAS
659
Ameritas Advisory Services
Nebraska
– -$21.7K -198 Closed
GM
660
GeoWealth Management
Illinois
– -$11.7K -107 Closed
BA
661
Bellwether Advisors
Nebraska
– -$7.13K -65 Closed
OW
662
Olistico Wealth
Oklahoma
– -$3.14K -29 Closed
23 24 25 26
27

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.