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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
CPC
301
Cadia Private Client
New Jersey
$808K +$802K +6,682 New
FWP
302
Fiduciary Wealth Partners
Massachusetts
$800K
APP
303
Avantax Planning Partners
Iowa
$796K -$11.9K -99 -1%
SAS
304
Sage Advisory Services
Texas
$787K
SP
305
Symmetry Partners
Connecticut
$767K +$97.8K +815 +15%
CIA
306
Compass Ion Advisors
Pennsylvania
$766K +$165K +1,374 +28%
Citigroup
307
Citigroup
New York
$756K +$194K +1,616 +35%
PGAM
308
Princeton Global Asset Management
New Jersey
$742K +$960 +8 +0.1%
APG
309
Abacus Planning Group
South Carolina
$739K +$120 +1 +0%
CMP
310
Coston McIsaac & Partners
Maine
$737K +$4.8K +40 +0.7%
BCM
311
Brookstone Capital Management
Illinois
$733K -$99.4K -829 -12%
EPP
312
ETF Portfolio Partners
Kansas
$723K
IA
313
IFG Advisors
Missouri
$723K +$1.56K +13 +0.2%
BPWM
314
Badgley Phelps Wealth Managers
Washington
$721K +$476K +3,964 +198%
FCM
315
Firestone Capital Management
Florida
$715K +$360 +3 +0.1%
KFP
316
KMG Fiduciary Partners
Ohio
$714K
FA
317
Financial Alternatives
California
$713K +$12.5K +104 +2%
PCM
318
Peirce Capital Management
Texas
$711K +$120 +1 +0%
FFWA
319
FRG Family Wealth Advisors
Washington
$711K
CGL
320
Clarius Group LLC
Washington
$711K +$53.5K +446 +8%
AAM
321
Ameraudi Asset Management
New York
$701K
HI
322
Humankind Investments
New York
$693K -$2.4K -20 -0.3%
AIP
323
Ameritas Investment Partners
Nebraska
$691K +$19.7K +164 +3%
FFN
324
Focus Financial Network
Minnesota
$688K -$4.32K -36 -0.6%
DWM
325
Destination Wealth Management
California
$687K +$15.7K +131 +2%