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Vanguard ESG US Stock ETF

675 hedge funds and large institutions have $3.49B invested in Vanguard ESG US Stock ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 274 increasing their positions, 189 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 189

0.23% more ownership

Funds ownership: 31.49%31.71% (+0.23%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 689675 (-14)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

6% less capital invested

Capital invested by funds: $3.71B → $3.49B (-$220M)

Holders
675
Holders Change
-14
Holders Change %
-2.03%
% of All Funds
8.31%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.33%
New
40
Increased
274
Reduced
189
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAI
1
Vanguard Advisers Inc
Pennsylvania
$415M +$439M +3,700,074 New
Wealthfront Advisers
2
Wealthfront Advisers
California
$201M +$25.5M +214,530 +14%
Morgan Stanley
3
Morgan Stanley
New York
$189M -$46K -387 -0%
Creative Planning
4
Creative Planning
Kansas
$164M +$13.5M +113,383 +8%
VF
5
Visa Foundation
California
$132M
LWL
6
Leo Wealth LLC
Texas
$77.8M -$194K -1,635 -0.2%
Raymond James Financial
7
Raymond James Financial
Florida
$74.6M +$356K +2,995 +0.5%
VCM
8
Verde Capital Management
Michigan
$68.2M -$150K -1,265 -0.2%
Betterment LLC
9
Betterment LLC
New York
$67.9M +$8.48M +71,372 +13%
Bank of America
10
Bank of America
North Carolina
$64.9M +$1.47M +12,370 +2%
SG
11
Stanich Group
New York
$59.2M +$2.32M +19,498 +4%
I
12
IMPACTfolio
Colorado
$56.1M -$1.3M -10,956 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$51.6M +$379K +3,193 +0.7%
AC
14
Apella Capital
Connecticut
$51.6M +$20.1M +169,130 +69%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$48.1M +$1.77M +14,936 +4%
SCM
16
SCS Capital Management
Massachusetts
$43.8M -$275K -2,316 -0.6%
CA
17
Crewe Advisors
Utah
$40.9M +$5.01M +42,169 +13%
FWI
18
Facet Wealth Inc
Maryland
$40.3M -$1.64M -13,815 -4%
PIC
19
Platt Investment Counsel
Florida
$39M -$6.51M -54,780 -14%
SIP
20
Sellwood Investment Partners
Oregon
$37.7M +$1.34M +11,292 +3%
MG
21
Mather Group
Illinois
$32.6M +$694K +5,841 +2%
IAS
22
IMA Advisory Services
Colorado
$30.6M -$3.56K -30 -0%
LPL Financial
23
LPL Financial
California
$29.2M +$309K +2,600 +1%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$29M +$4.36M +36,744 +16%
UBS Group
25
UBS Group
Switzerland
$28.9M -$999K -8,414 -3%