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Vanguard ESG US Stock ETF

583 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, 240 increasing their positions, 163 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

1% less funds holding

Funds holding: 587583 (-4)

21% less capital invested

Capital invested by funds: $3.57B → $2.83B (-$746M)

100% less call options, than puts

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

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$310K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
226
Cherry Tree Wealth Management
Minnesota
$911K
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
$910K
HHGA
228
Halbert Hargrove Global Advisors
California
$901K
SL
229
SFM LLC
New Hampshire
$895K
GWM
230
Geneos Wealth Management
Colorado
$895K
CIA
231
Capital Investment Advisors
Georgia
$881K
T
232
TrueFG
Texas
$880K
CWA
233
Clearview Wealth Advisors
Oregon
$879K
SBWIC
234
Schaper Benz & Wise Investment Counsel
Wisconsin
$865K
AF
235
Allworth Financial
California
$865K
LC
236
Landaas & Company
Wisconsin
$862K
PPW
237
Presilium Private Wealth
Pennsylvania
$853K
CWA
238
CJM Wealth Advisers
Virginia
$850K
TFA
239
TPG Financial Advisors
Oregon
$842K
SWP
240
Stratos Wealth Partners
Ohio
$829K
ZF
241
Zhang Financial
Michigan
$823K
PWM
242
Penobscot Wealth Management
Maine
$816K
PC
243
Pecaut & Co
Iowa
$813K
CP
244
Canopy Partners
Ohio
$811K
GA
245
Greenspring Advisors
Maryland
$803K
FDCDDQ
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$803K
PCM
247
Passive Capital Management
Maryland
$803K
TDC
248
Thompson Davis & Co
Virginia
$796K
SP
249
Symmetry Partners
Connecticut
$788K
HSA
250
HBK Sorce Advisory
Pennsylvania
$781K