We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF

585 hedge funds and large institutions have $2.83B invested in Vanguard ESG US Stock ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 163 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 242 | 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: 29.71%29.75% (+0.04%)

1% less funds holding

Funds holding: 590585 (-5)

21% less capital invested

Capital invested by funds: $3.57B → $2.83B (-$745M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $310K

Holders
585
Holders Change
-5
Holders Change %
-0.85%
% of All Funds
7.84%
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
242
Reduced
163
Closed
45
Calls
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$315M +$15.5M +148,348 +5%
Morgan Stanley
2
Morgan Stanley
New York
$164M +$86.4M +826,785 +97%
Wealthfront Advisers
3
Wealthfront Advisers
California
$147M +$6.06M +57,917 +4%
VF
4
Visa Foundation
California
$133M -$28.2M -270,000 -17%
Creative Planning
5
Creative Planning
Kansas
$123M +$1.06M +10,165 +0.8%
Bank of America
6
Bank of America
North Carolina
$55.9M +$7.22M +69,054 +14%
VCM
7
Verde Capital Management
Michigan
$54.7M -$384K -3,673 -0.7%
SG
8
Stanich Group
New York
$53.2M +$3.02M +28,910 +6%
Betterment LLC
9
Betterment LLC
New York
$49.8M +$9.92M +94,879 +23%
Raymond James Financial
10
Raymond James Financial
Florida
$49.5M +$111K +1,060 +0.2%
I
11
IMPACTfolio
Colorado
$45.9M +$1.37M +13,127 +3%
PCIG
12
Partners Capital Investment Group
Massachusetts
$43.1M +$8.53M +81,557 +23%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$41.8M +$707K +6,761 +2%
PIC
14
Platt Investment Counsel
Florida
$38.6M +$1.55M +14,804 +4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$37.7M -$773K -7,396 -2%
SCM
16
SCS Capital Management
Massachusetts
$37.5M +$5.12M +48,983 +15%
LWL
17
Leo Wealth LLC
Texas
$37.2M -$32.8M -314,094 -45%
AIA
18
Angeles Investment Advisors
California
$36.6M -$7.94M -75,895 -17%
FWI
19
Facet Wealth Inc
Maryland
$34.6M -$2.98M -28,481 -8%
SIP
20
Sellwood Investment Partners
Oregon
$33.1M +$1.99M +19,017 +6%
CA
21
Crewe Advisors
Utah
$31.5M +$1.09M +10,397 +3%
UBS Group
22
UBS Group
Switzerland
$27.3M -$751K -7,178 -3%
Ameriprise
23
Ameriprise
Minnesota
$26.8M -$3.26M -31,220 -10%
Franklin Resources
24
Franklin Resources
California
$25.8M +$2.3M +22,013 +9%
Goldman Sachs
25
Goldman Sachs
New York
$25.1M +$4.55M +43,471 +20%

ESGV Hedge Fund Activity: Q1 2025 in Review

585 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2025, worth a combined $2.83B — down 21% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ESGV positions and 45 closed out — a net gain of 3 holders — while 242 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.

  • 585 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2025, down from 590 in Q4 2024.
  • Funds reported $2.83B 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.