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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
SCM
101
Stonehearth Capital Management
Massachusetts
$4.4M -$13K -114 -0.3%
US Bancorp
102
US Bancorp
Minnesota
$4.35M +$962K +8,451 +30%
PHAM
103
Palisades Hudson Asset Management
Florida
$4.32M +$337K +2,964 +9%
PA
104
Parallel Advisors
California
$4.32M -$1.75M -15,392 -30%
PCMC
105
Paragon Capital Management (Colorado)
Colorado
$4.28M +$112K +986 +3%
RCS
106
Retirement Capital Strategies
California
$4.27M +$493K +4,331 +14%
ST
107
Sageworth Trust
Pennsylvania
$4.21M -$38.4K -337 -0.9%
PI
108
PFG Investments
New York
$4.15M +$131K +1,151 +3%
BF
109
Brooklyn FI
New York
$4.15M +$522K +4,586 +15%
MFA
110
McClarren Financial Advisors
Pennsylvania
$4.05M -$756K -6,643 -19%
FHC
111
First Horizon Corporation
Tennessee
$4.03M +$3.88M +34,065 New
Lido Advisors
112
Lido Advisors
California
$3.97M +$30.2K +265 +0.8%
WDL
113
Well Done LLC
Michigan
$3.95M +$11.2K +98 +0.3%
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$3.79M
NEPWA
115
New England Private Wealth Advisors
Massachusetts
$3.67M +$3.16M +27,780 +858%
HI
116
Harbour Investments
Wisconsin
$3.59M +$266K +2,335 +8%
BP
117
Ballentine Partners
Massachusetts
$3.59M
CL
118
Choreo LLC
Illinois
$3.5M +$6.38K +56 +0.2%
MWM
119
Modera Wealth Management
New Jersey
$3.45M +$265K +2,324 +9%
HTC
120
Haverford Trust Company
Pennsylvania
$3.42M +$81.9K +719 +3%
WT
121
Whittier Trust
California
$3.41M -$138K -1,211 -4%
VA
122
Valmark Advisers
Ohio
$3.37M +$37.8K +332 +1%
MCFP
123
Mallini Complete Financial Planning
Florida
$3.35M -$120K -1,050 -4%
PIMG
124
Patriot Investment Management Group
Tennessee
$3.33M -$2.53M -22,215 -44%
TDWM
125
Topel & Distasi Wealth Management
California
$3.31M -$18K -158 -0.6%

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.