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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
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$5.93M +$74.1K +709 +1%
LW
77
Libra Wealth
California
$5.88M +$36.4K +348 +0.6%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$5.82M -$122K -1,169 -2%
DJSG
79
D.J. St. Germain
Massachusetts
$5.8M +$561K +5,367 +10%
AF
80
Apexium Financial
Texas
$5.8M +$12.5K +120 +0.2%
William Blair & Company
81
William Blair & Company
Illinois
$5.78M -$627 -6 -0%
Financial Engines Advisors
82
Financial Engines Advisors
California
$5.53M +$140K +1,336 +2%
BWP
83
BSW Wealth Partners
Colorado
$5.5M -$938K -8,970 -14%
PA
84
Parallel Advisors
California
$5.31M +$662K +6,336 +13%
COCM
85
Charter Oak Capital Management
New Hampshire
$5.24M -$144K -1,376 -3%
DADC
86
D.A. Davidson & Co
Montana
$5.22M +$29.4K +281 +0.5%
RWML
87
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.21M +$3.03K +29 +0.1%
ALA
88
Atlas Legacy Advisors
California
$4.88M -$95.7K -915 -2%
SC
89
Stephens Consulting
Michigan
$4.83M +$236K +2,260 +5%
BOPW
90
Brandywine Oak Private Wealth
Pennsylvania
$4.8M +$436K +4,169 +9%
PIMG
91
Patriot Investment Management Group
Tennessee
$4.72M +$170K +1,626 +3%
EFG
92
Elios Financial Group
Ohio
$4.47M -$120K -1,145 -2%
FCH
93
Freestone Capital Holdings
Washington
$4.39M -$51.5K -493 -1%
MPW
94
Monterey Private Wealth
California
$4.36M -$47.8K -457 -1%
APW
95
Atlantic Private Wealth
North Carolina
$4.18M
WLIM
96
White Lighthouse Investment Management
Massachusetts
$4.12M +$164K +1,566 +4%
AA
97
Atmos Advisory
Pennsylvania
$3.99M +$563K +5,381 +15%
Toronto Dominion Bank
98
Toronto Dominion Bank
Ontario, Canada
$3.84M -$14.6K -140 -0.4%
PAG
99
Private Advisor Group
New Jersey
$3.72M +$442K +4,230 +13%
AA
100
Ashford Advisors
New York
$3.71M

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.