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Vanguard ESG US Stock ETF

689 hedge funds and large institutions have $3.71B invested in Vanguard ESG US Stock ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 197 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 24

22% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 197

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

8% more funds holding

Funds holding: 640689 (+49)

6% more capital invested

Capital invested by funds: $3.48B → $3.71B (+$224M)

1.3% more ownership

Funds ownership: 30.19%31.49% (+1.3%)

Holders
689
Holders Change
+49
Holders Change %
+7.66%
% of All Funds
8.38%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.34%
New
85
Increased
240
Reduced
197
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
276
CJM Wealth Advisers
Virginia
$951K -$39.8K -332 -4%
MT
277
Midwest Trust
Kansas
$947K
EH
278
Equitable Holdings
New York
$937K +$281K +2,340 +43%
TWM
279
Tradition Wealth Management
Minnesota
$926K -$8.88K -74 -1%
BF
280
BOK Financial
Oklahoma
$925K +$918K +7,651 New
OIS
281
Okabena Investment Services
Minnesota
$920K +$912K +7,605 New
RIM
282
Rockbridge Investment Management
New York
$913K -$19K -158 -2%
CWA
283
CM Wealth Advisors
Ohio
$913K
GRA
284
Golden Road Advisors
Florida
$909K -$4.08K -34 -0.5%
CAM
285
Cozad Asset Management
Illinois
$909K
CWM
286
Cherrydale Wealth Management
New Jersey
$908K -$8.88K -74 -1%
CAG
287
Csenge Advisory Group
Florida
$888K +$2.16K +18 +0.2%
JFA
288
JNBA Financial Advisors
Minnesota
$883K +$2.88K +24 +0.3%
TFA
289
TPG Financial Advisors
Oregon
$881K +$29.5K +246 +3%
Empower Advisory Group
290
Empower Advisory Group
Colorado
$876K +$16.8K +140 +2%
DAS
291
Dynamic Advisor Solutions
Arizona
$866K
AG
292
AlTi Global
New York
$857K
TI
293
Truepoint Inc
Ohio
$854K +$2.04K +17 +0.2%
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$853K
MIA
295
Milestone Investment Advisors
Wisconsin
$851K -$8.16K -68 -1%
VIA
296
Vickerman Investment Advisors
Washington
$846K -$71.4K -595 -8%
LPAM
297
Lodestar Private Asset Management
California
$840K -$23.9K -199 -3%
CW
298
Curio Wealth
Maryland
$832K
BDF
299
Black Diamond Financial
Maryland
$819K +$2.4K +20 +0.3%
IIM
300
InTrack Investment Management
Vermont
$813K +$385K +3,210 +91%