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Vanguard ESG US Stock ETF

585 hedge funds and large institutions have $2.83B invested in Vanguard ESG US Stock ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 163 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 242 | 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: 29.71%29.75% (+0.04%)

1% less funds holding

Funds holding: 590585 (-5)

21% less capital invested

Capital invested by funds: $3.57B → $2.83B (-$745M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $310K

Holders
585
Holders Change
-5
Holders Change %
-0.85%
% of All Funds
7.84%
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
242
Reduced
163
Closed
45
Calls
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K
Name Holding Trade Value Shares
Change
Change in
Stake
WB
101
Webster Bank
Connecticut
$3.6M
MFA
102
McClarren Financial Advisors
Pennsylvania
$3.52M +$3.22M +30,803 New
TFM
103
Trademark Financial Management
Minnesota
$3.51M -$158K -1,510 -4%
WDL
104
Well Done LLC
Michigan
$3.49M +$181K +1,734 +5%
SCM
105
Stonehearth Capital Management
Massachusetts
$3.46M -$24.5K -234 -0.7%
MML Investors Services
106
MML Investors Services
Massachusetts
$3.42M +$262K +2,505 +8%
ST
107
Sageworth Trust
Pennsylvania
$3.35M +$56.3K +538 +2%
FHA
108
First Horizon Advisors
Tennessee
$3.34M
Corient Private Wealth
109
Corient Private Wealth
Florida
$3.33M +$216K +2,064 +6%
PHAM
110
Palisades Hudson Asset Management
Florida
$3.27M +$9.2K +88 +0.3%
Lido Advisors
111
Lido Advisors
California
$3.14M +$1.71M +16,384 +104%
PCMC
112
Paragon Capital Management (Colorado)
Colorado
$3.14M +$479K +4,584 +17%
FHB
113
First Hawaiian Bank
Hawaii
$3.01M +$2.03M +19,376 +171%
FT
114
Fiduciary Trust
Massachusetts
$3.01M -$3.97K -38 -0.1%
BP
115
Ballentine Partners
Massachusetts
$2.97M
Bank of New York Mellon
116
Bank of New York Mellon
New York
$2.94M -$253K -2,421 -7%
WT
117
Whittier Trust
California
$2.92M +$60.4K +578 +2%
CL
118
Choreo LLC
Illinois
$2.9M -$94.9K -908 -3%
HTC
119
Haverford Trust Company
Pennsylvania
$2.82M +$426K +4,078 +17%
SC
120
Sapient Capital
Indiana
$2.79M
TWG
121
The Wealth Group
Minnesota
$2.76M +$836 +8 +0%
MWG
122
Martin Worley Group
Utah
$2.72M +$531K +5,076 +22%
ACA
123
Affinity Capital Advisors
California
$2.7M -$2.28M -21,851 -43%
MPCL
124
My Personal CFO LLC
Washington
$2.7M +$105 +1 +0%
TDWM
125
Topel & Distasi Wealth Management
California
$2.66M +$262K +2,507 +10%

ESGV Hedge Fund Activity: Q1 2025 in Review

585 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2025, worth a combined $2.83B — down 21% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ESGV positions and 45 closed out — a net gain of 3 holders — while 242 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.

  • 585 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2025, down from 590 in Q4 2024.
  • Funds reported $2.83B 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.