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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
CWM
151
Cornerstone Wealth Management
Missouri
$1.94M -$40.4K -386 -2%
WFA
152
West Financial Advisors
Iowa
$1.91M +$21.1K +202 +1%
SA
153
Skyline Advisors
Washington
$1.88M -$684K -6,541 -25%
W
154
WealthCollab
Washington
$1.74M +$52.8K +505 +3%
AA
155
Addison Advisors
Vermont
$1.73M -$730K -6,985 -28%
JBA
156
Johnson Bixby & Associates
Washington
$1.69M -$319K -3,051 -15%
VAF
157
Values Added Financial
District of Columbia
$1.68M +$319K +3,049 +22%
MWM
158
Mission Wealth Management
California
$1.67M -$10K -96 -0.6%
GT
159
Glenview Trust
Kentucky
$1.66M -$14.1K -135 -0.8%
PWM
160
Perigon Wealth Management
California
$1.66M -$125K -1,193 -7%
LRIA
161
Leonard Rickey Investment Advisors
Washington
$1.64M +$221K +2,109 +14%
SPIA
162
Strategic Point Investment Advisors
Rhode Island
$1.62M +$8.89K +85 +0.5%
AFG
163
Albion Financial Group
Utah
$1.62M +$1.22M +11,699 +244%
VA
164
Valmark Advisers
Ohio
$1.59M +$105 +1 +0%
AC
165
Arjuna Capital
North Carolina
$1.59M -$430K -4,110 -20%
Stifel Financial
166
Stifel Financial
Missouri
$1.58M +$65.5K +626 +4%
EHC
167
Everett Harris & Co
California
$1.57M
WPC
168
Wedmont Private Capital
Pennsylvania
$1.55M +$1.47M +14,042 +550%
UB
169
UMB Bank
Missouri
$1.52M
M&T Bank
170
M&T Bank
New York
$1.51M -$1.24M -11,862 -43%
ST
171
Smithfield Trust
Pennsylvania
$1.5M +$2.93K +28 +0.2%
NCM
172
Northland Capital Management
Minnesota
$1.49M -$66.7K -638 -4%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$1.49M +$355K +3,391 +29%
TRCT
174
Tower Research Capital (TRC)
New York
$1.46M +$1.56M +14,899 New
WANY
175
Wealthspire Advisors (New York)
New York
$1.45M +$965K +9,225 +165%

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.