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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
STCOSD
251
Sageworth Trust Company of South Dakota
South Dakota
$781K
EGM
252
Engineers Gate Manager
New York
$778K
CWA
253
CM Wealth Advisors
Ohio
$768K
TWM
254
Tradition Wealth Management
Minnesota
$768K
FCI
255
Financial Counselors Inc
Kansas
$767K
SAI
256
Savvy Advisors Inc
New York
$763K
CW
257
Curio Wealth
Maryland
$758K
CFG
258
Citizens Financial Group
Rhode Island
$758K
CAM
259
Cozad Asset Management
Illinois
$757K
DAS
260
Dynamic Advisor Solutions
Arizona
$754K
CWM
261
Cherrydale Wealth Management
New Jersey
$739K
BCM
262
Brookstone Capital Management
Illinois
$738K
GRA
263
Golden Road Advisors
Florida
$736K
BFS
264
Bradley Foster & Sargent
Connecticut
$731K
MCM
265
MAI Capital Management
Ohio
$729K
Empower Advisory Group
266
Empower Advisory Group
Colorado
$725K
NA
267
Nottingham Advisors
New York
$710K
PCIA
268
Prime Capital Investment Advisors
Kansas
$701K
MIA
269
Milestone Investment Advisors
Wisconsin
$700K
AG
270
AlTi Global
New York
$694K
RPC
271
Rossmore Private Capital
Connecticut
$690K
BC
272
Brio Consultants
California
$689K
CC
273
Copperleaf Capital
North Carolina
$682K
UCFA
274
United Capital Financial Advisors
Texas
$681K
CAG
275
Csenge Advisory Group
Florida
$676K