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Vanguard ESG US Stock ETF

617 hedge funds and large institutions have $3.13B invested in Vanguard ESG US Stock ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 231 increasing their positions, 181 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.21% less ownership

Funds ownership: 29.73%29.52% (-0.21%)

14% less funds holding in top 10

Funds holding in top 10: 2824 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $307K

Holders
617
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$307K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
301
Destination Wealth Management
California
$626K
TW
302
Towerpoint Wealth
California
$618K
QFPS
303
Quantum Financial Planning Services
Washington
$608K
EH
304
Equitable Holdings
New York
$605K
NIM
305
Northeast Investment Management
Massachusetts
$597K
CGL
306
Clarius Group LLC
Washington
$595K
CFA
307
Capstone Financial Advisors
Illinois
$582K
SNWA
308
Siligmueller & Norvid Wealth Advisors
Illinois
$575K
EWA
309
EP Wealth Advisors
California
$572K
CPIG
310
Chicago Partners Investment Group
Illinois
$567K
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$556K
GWM
312
Geneos Wealth Management
Colorado
$554K
VFA
313
Valeo Financial Advisors
Indiana
$552K
PA
314
Pinnacle Associates
New York
$551K
EI
315
Ellevest Inc
New York
$549K
PP
316
PDS Planning
Ohio
$546K
LPAM
317
Lodestar Private Asset Management
California
$543K
AAS
318
Avantax Advisory Services
Texas
$542K
MAG
319
Mokosak Advisory Group
Iowa
$541K
RIP
320
RAM Investment Partners
Washington
$535K
BA
321
Bridgewater Advisors
New York
$534K
SWM
322
Sterling Wealth Management
Illinois
$527K
CWS
323
Confluence Wealth Services
Pennsylvania
$522K
TRCT
324
Tower Research Capital (TRC)
New York
$521K
SPIA
325
Steward Partners Investment Advisory
New York
$521K