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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
BRIA
201
Balanced Rock Investment Advisors
Massachusetts
$1.13M -$59.7K -571 -5%
JFG
202
Jefferies Financial Group
New York
$1.12M -$12.1K -116 -1%
FFA
203
Farther Finance Advisors
California
$1.11M -$105K -1,001 -8%
JIC
204
Joel Isaacson & Co
New York
$1.1M +$3.35K +32 +0.3%
AB
205
ANB Bank
Colorado
$1.09M +$57.5K +550 +5%
SCA
206
Scott Capital Advisors
Oregon
$1.09M +$1.17M +11,151 New
WS
207
Wedbush Securities
California
$1.09M -$18.8K -180 -2%
FF
208
Farnam Financial
Arizona
$1.09M -$95.5K -913 -8%
B
209
Bailard
California
$1.09M +$155K +1,481 +15%
GVAG
210
Great Valley Advisor Group
Delaware
$1.06M +$941 +9 +0.1%
MFIM
211
Mesirow Financial Investment Management
Illinois
$1.04M +$81.8K +782 +8%
TI
212
Truepoint Inc
Ohio
$1.04M +$200K +1,917 +22%
LC
213
Lindbrook Capital
California
$1.03M
AFG
214
Atomi Financial Group
New York
$1.02M +$385K +3,685 +55%
LWP
215
Laurel Wealth Planning
Minnesota
$992K -$45.1K -431 -4%
SOAG
216
Silver Oak Advisory Group
Oregon
$978K +$40.9K +391 +4%
WA
217
Waverly Advisors
Alabama
$971K +$321K +3,074 +45%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$960K +$517K +4,948 +102%
NCM
219
Novare Capital Management
North Carolina
$958K +$129K +1,235 +14%
SI
220
Seeds Investor
New York
$954K
FC
221
Family CFO
California
$947K +$10.8K +103 +1%
GT
222
Glenmede Trust
Pennsylvania
$936K +$132K +1,259 +15%
BFA
223
Bragg Financial Advisors
North Carolina
$934K +$58.2K +557 +6%
FNC
224
First National Corp
Massachusetts
$932K +$10.2K +98 +1%
MSFS
225
Main Street Financial Solutions
Pennsylvania
$929K -$56K -536 -5%

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.