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Vanguard ESG US Stock ETF

620 hedge funds and large institutions have $3.13B invested in Vanguard ESG US Stock ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 231 increasing their positions, 183 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 26

26% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 183

11% more capital invested

Capital invested by funds: $2.83B → $3.13B (+$301M)

6% more funds holding

Funds holding: 585620 (+35)

0.21% less ownership

Funds ownership: 29.75%29.54% (-0.21%)

14% less funds holding in top 10

Funds holding in top 10: 2824 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $307K

Holders
620
Holders Change
+35
Holders Change %
+5.98%
% of All Funds
8.16%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
71
Increased
231
Reduced
183
Closed
26
Calls
Puts
$307K
Net Calls
-$307K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
101
Paragon Capital Management (Colorado)
Colorado
$3.85M +$311K +3,082 +10%
FHA
102
First Horizon Advisors
Tennessee
$3.73M
PI
103
PFG Investments
New York
$3.72M +$768K +7,620 +29%
MML Investors Services
104
MML Investors Services
Massachusetts
$3.69M -$123K -1,218 -3%
PHAM
105
Palisades Hudson Asset Management
Florida
$3.67M +$8.06K +80 +0.2%
Lido Advisors
106
Lido Advisors
California
$3.65M +$117K +1,162 +4%
WDL
107
Well Done LLC
Michigan
$3.65M -$5.34K -53 -0.2%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$3.51M +$3.23M +32,005 New
RCS
109
Retirement Capital Strategies
California
$3.47M -$5.69M -56,409 -64%
CA
110
Cambridge Associates
Massachusetts
$3.35M -$9.79M -97,066 -76%
BF
111
Brooklyn FI
New York
$3.34M +$361K +3,585 +13%
BP
112
Ballentine Partners
Massachusetts
$3.32M
WT
113
Whittier Trust
California
$3.27M
CL
114
Choreo LLC
Illinois
$3.23M -$9.07K -90 -0.3%
MCFP
115
Mallini Complete Financial Planning
Florida
$3.22M +$234K +2,322 +9%
SC
116
Sapient Capital
Indiana
$3.12M
US Bancorp
117
US Bancorp
Minnesota
$3.1M +$2.23M +22,161 +365%
ACA
118
Affinity Capital Advisors
California
$3.09M -$67.6K -671 -2%
VA
119
Valmark Advisers
Ohio
$3.09M +$1.2M +11,952 +74%
HTC
120
Haverford Trust Company
Pennsylvania
$3.09M -$62.4K -619 -2%
TDWM
121
Topel & Distasi Wealth Management
California
$3.08M +$93.1K +924 +3%
HI
122
Harbour Investments
Wisconsin
$3.07M +$627K +6,217 +29%
MPCL
123
My Personal CFO LLC
Washington
$3.02M +$202 +2 +0%
MWM
124
Modera Wealth Management
New Jersey
$2.94M +$195K +1,932 +8%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$2.92M +$487K +4,834 +22%

ESGV Hedge Fund Activity: Q2 2025 in Review

620 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2025, worth a combined $3.13B — up 11% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ESGV positions and 26 closed out — a net gain of 45 holders — while 231 added to existing stakes and 183 trimmed.

The largest buyer was Leo Wealth LLC, adding an estimated $30.2M. The largest seller was Partners Capital Investment Group, exiting entirely with an estimated $43.1M sold.

  • 620 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2025, up from 585 in Q1 2025.
  • Funds reported $3.13B of Vanguard ESG US Stock ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 71 funds opened new Vanguard ESG US Stock ETF positions in Q2 2025 and 26 closed out, a net change of +45 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q2 2025 was Leo Wealth LLC, an estimated $30.2M added.
  • The largest Vanguard ESG US Stock ETF seller in Q2 2025 was Partners Capital Investment Group, an estimated $43.1M sold.

Based on aggregated 13F filings for Q2 2025.