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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
TDWM
126
Topel & Distasi Wealth Management
California
$2.66M +$262K +2,507 +10%
MCFP
127
Mallini Complete Financial Planning
Florida
$2.65M -$676K -6,470 -19%
BF
128
Brooklyn FI
New York
$2.63M
PI
129
PFG Investments
New York
$2.58M +$480K +4,595 +21%
MWM
130
Modera Wealth Management
New Jersey
$2.44M -$48.8K -467 -2%
MFG
131
Merit Financial Group
Georgia
$2.42M -$1.18M -11,297 -31%
CA
132
CGN Advisors
Kansas
$2.29M -$248K -2,374 -9%
BCWM
133
Bartlett & Co Wealth Management
Ohio
$2.25M +$5.23K +50 +0.2%
ML
134
Mayport LLC
Massachusetts
$2.22M +$418 +4 +0%
RMDI
135
R.M. Davis Inc
Maine
$2.21M +$17.9K +171 +0.8%
NW
136
NewEdge Wealth
Pennsylvania
$2.2M +$238K +2,277 +11%
FTUS
137
Flow Traders U.S.
New York
$2.17M +$2.31M +22,133 New
WSFS
138
Wilmington Savings Fund Society
Delaware
$2.16M +$618K +5,912 +37%
HI
139
Harbour Investments
Wisconsin
$2.13M +$348K +3,330 +18%
Northern Trust
140
Northern Trust
Illinois
$2.12M
FWM
141
Fingerlakes Wealth Management
New York
$2.12M -$61.9K -592 -3%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$2.11M -$300K -2,866 -12%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$2.1M +$2.24M +21,464 New
MFGP
144
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.07M +$143K +1,372 +7%
ET
145
Equitable Trust
Tennessee
$2.07M -$317K -3,029 -13%
PG
146
Proffitt & Goodson
Tennessee
$2.03M +$865K +8,273 +67%
Truist Financial
147
Truist Financial
North Carolina
$2.01M +$43.4K +415 +2%
ACM
148
Armbruster Capital Management
New York
$2M +$7.11K +68 +0.3%
SWG
149
Summit Wealth Group
Vermont
$1.98M
BIA
150
Bell Investment Advisors
California
$1.95M -$73.8K -706 -3%

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.