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Vanguard ESG US Stock ETF
ESGV

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: 26 → 28 (+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: 591 → 586 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$86.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$15.5M
3
PB
Prime Buchholz
New Hampshire
+$12.3M
4
Betterment LLC
Betterment LLC
New York
+$9.92M
5
PCIG
Partners Capital Investment Group
Massachusetts
+$8.53M

Top Sellers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$597M
2
LWL
Leo Wealth LLC
Texas
-$32.8M
3
VF
Visa Foundation
California
-$28.2M
4
EP
Essential Planning
New Hampshire
-$26.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$20.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
176
Robertson Stephens Wealth Management
California
$1.42M -$2.09K -20 -0.1%
WWA
177
Wingate Wealth Advisors
Massachusetts
$1.41M +$3.97K +38 +0.3%
WTC
178
WhitTier Trust Company
Nevada
$1.38M +$113K +1,080 +8%
VWWMG
179
Vermillion & White Wealth Management Group
Pennsylvania
$1.38M -$313K -2,997 -18%
BB
180
Bell Bank
North Dakota
$1.37M -$122K -1,165 -8%
UFA
181
US Financial Advisors
Massachusetts
$1.34M +$76.2K +729 +6%
MMA
182
Miracle Mile Advisors
California
$1.33M – – –
MSA
183
Marino Stram & Associates
Massachusetts
$1.33M -$16K -153 -1%
SA
184
Sanctuary Advisors
Indiana
$1.3M +$577K +5,514 +71%
MAM
185
McLean Asset Management
Virginia
$1.3M +$1.17M +11,200 +299%
RPA
186
Rock Point Advisors
Vermont
$1.29M +$1.38M +13,200 New
LFG
187
Larson Financial Group
Missouri
$1.27M -$784K -7,499 -37%
AIA
188
Arbor Investment Advisors
North Carolina
$1.27M -$2.4K -23 -0.2%
TIM
189
Tortoise Investment Management
New York
$1.27M +$34K +325 +3%
SFP
190
Shepherd Financial Partners
Massachusetts
$1.27M – – –
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$1.25M – – –
SCA
192
Snowden Capital Advisors
New York
$1.23M +$627 +6 +0%
PHWM
193
Pine Harbor Wealth Management
Maryland
$1.21M -$15.5K -148 -1%
BFP
194
Beacon Financial Planning
Massachusetts
$1.19M +$3.35K +32 +0.3%
CFA
195
Cahill Financial Advisors
Minnesota
$1.18M – – –
G
196
GenTrust
Florida
$1.16M +$1.67K +16 +0.1%
BWM
197
Brickley Wealth Management
California
$1.16M -$46K -440 -4%
SWM
198
Selective Wealth Management
Virginia
$1.15M +$313K +2,997 +32%
AQR Capital Management
199
AQR Capital Management
Connecticut
$1.15M +$29.2K +279 +2%
EIM
200
Ervin Investment Management
Washington
$1.15M – – –
6 7
8
9 10

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.