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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
Wells Fargo
76
Wells Fargo
California
$8.31M +$272K +2,390 +4%
BWP
77
BSW Wealth Partners
Colorado
$7.59M -$581K -5,101 -7%
CA
78
Cambridge Associates
Massachusetts
$7.46M +$3.69M +32,426 +106%
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$7.33M -$419K -3,683 -6%
DJSG
80
D.J. St. Germain
Massachusetts
$7.18M +$98.5K +865 +1%
NCTC
81
New Covenant Trust Company
Indiana
$7.02M -$240K -2,109 -3%
LW
82
Libra Wealth
California
$6.7M -$31.3K -275 -0.5%
AF
83
Apexium Financial
Texas
$6.67M -$62.2K -546 -1%
EL
84
EQ LLC
Washington
$6.57M -$440K -3,866 -7%
COCM
85
Charter Oak Capital Management
New Hampshire
$6.54M +$98.4K +864 +2%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$6.48M +$354K +3,113 +6%
Financial Engines Advisors
87
Financial Engines Advisors
California
$6.31M -$5.46K -48 -0.1%
DADC
88
D.A. Davidson & Co
Montana
$5.85M -$378K -3,323 -6%
WA
89
Westfuller Advisors
New York
$5.67M -$3.2M -28,088 -37%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$5.43M -$80K -703 -2%
BOPW
91
Brandywine Oak Private Wealth
Pennsylvania
$5.35M -$221K -1,938 -4%
ALA
92
Atlas Legacy Advisors
California
$5.34M -$392K -3,447 -7%
APW
93
Atlantic Private Wealth
North Carolina
$5.04M -$11.6K -102 -0.2%
WLIM
94
White Lighthouse Investment Management
Massachusetts
$4.97M -$150K -1,320 -3%
FCH
95
Freestone Capital Holdings
Washington
$4.71M -$200K -1,756 -4%
FHB
96
First Hawaiian Bank
Hawaii
$4.71M -$54.2K -476 -1%
SC
97
Soundwatch Capital
Connecticut
$4.57M +$4.39M +38,594 New
GAM
98
Gould Asset Management
California
$4.53M +$101K +883 +2%
PAG
99
Private Advisor Group
New Jersey
$4.49M +$90.8K +798 +2%
TFM
100
Trademark Financial Management
Minnesota
$4.47M -$43.7K -384 -1%

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.