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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
LWP
126
Laurel Wealth Planning
Minnesota
$2.92M +$1.66M +16,469 +163%
MWM
127
Mission Wealth Management
California
$2.9M +$948K +9,406 +55%
TWG
128
The Wealth Group
Minnesota
$2.85M -$217K -2,148 -8%
FT
129
Fiduciary Trust
Massachusetts
$2.83M -$492K -4,878 -16%
AA
130
Atmos Advisory
Pennsylvania
$2.73M -$1.59M -15,775 -39%
FEG
131
Fund Evaluation Group
Ohio
$2.71M +$2.49M +24,720 New
RMDI
132
R.M. Davis Inc
Maine
$2.66M +$176K +1,743 +8%
SPIA
133
Strategic Point Investment Advisors
Rhode Island
$2.64M +$758K +7,520 +45%
MWG
134
Martin Worley Group
Utah
$2.55M -$459K -4,552 -16%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$2.52M
MFG
136
Merit Financial Group
Georgia
$2.5M -$188K -1,866 -8%
ML
137
Mayport LLC
Massachusetts
$2.5M +$9.27K +92 +0.4%
Northern Trust
138
Northern Trust
Illinois
$2.42M +$41.9K +416 +2%
WSFS
139
Wilmington Savings Fund Society
Delaware
$2.42M +$1.61K +16 +0.1%
MFGP
140
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.4M +$78.6K +780 +4%
Stifel Financial
141
Stifel Financial
Missouri
$2.4M +$577K +5,725 +35%
ACM
142
Armbruster Capital Management
New York
$2.36M +$106K +1,049 +5%
FWM
143
Fingerlakes Wealth Management
New York
$2.35M -$25.1K -249 -1%
PG
144
Proffitt & Goodson
Tennessee
$2.33M +$60.7K +602 +3%
SWG
145
Summit Wealth Group
Vermont
$2.29M +$59.5K +590 +3%
PWM
146
Perigon Wealth Management
California
$2.28M +$388K +3,848 +23%
NW
147
NewEdge Wealth
Pennsylvania
$2.25M -$249K -2,470 -11%
Truist Financial
148
Truist Financial
North Carolina
$2.22M -$29.6K -294 -1%
WFA
149
West Financial Advisors
Iowa
$2.2M +$54.1K +537 +3%
WANY
150
Wealthspire Advisors (New York)
New York
$2.08M +$415K +4,118 +28%

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.