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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
CIA
326
Cascade Investment Advisors
Oregon
$682K
CFA
327
Capstone Financial Advisors
Illinois
$676K +$29.8K +248 +5%
QFPS
328
Quantum Financial Planning Services
Washington
$674K +$1.68K +14 +0.3%
NIM
329
Northeast Investment Management
Massachusetts
$664K +$840 +7 +0.1%
SAM
330
Sherman Asset Management
California
$660K +$270K +2,253 +70%
AAA
331
Andrews Advisory Associates
Hawaii
$653K +$648K +5,400 New
KFGK
332
Keystone Financial Group (Kentucky)
Kentucky
$645K +$84K +700 +15%
ATPW
333
Ashton Thomas Private Wealth
Arizona
$640K +$285K +2,378 +82%
TIAA Trust, National Association
334
TIAA Trust, National Association
North Carolina
$640K +$31.2K +260 +5%
BB
335
Bell Bank
North Dakota
$635K -$19K -158 -3%
CPIG
336
Chicago Partners Investment Group
Illinois
$624K +$960 +8 +0.2%
HHGA
337
Halbert Hargrove Global Advisors
California
$621K -$76.3K -636 -11%
AP
338
Appleton Partners
Massachusetts
$612K +$75K +625 +14%
RPC
339
Rossmore Private Capital
Connecticut
$605K -$246K -2,049 -29%
PNC Financial Services Group
340
PNC Financial Services Group
Pennsylvania
$604K -$360 -3 -0.1%
CIA
341
Capital Investment Advisors
Georgia
$595K -$87.6K -730 -13%
EI
342
Ellevest Inc
New York
$591K -$8.28K -69 -1%
RIP
343
RAM Investment Partners
Washington
$590K
CWS
344
Confluence Wealth Services
Pennsylvania
$586K +$6.24K +52 +1%
MCC
345
Money Concepts Capital
Florida
$585K -$128K -1,063 -18%
PP
346
PDS Planning
Ohio
$583K -$18.8K -157 -3%
SWM
347
Sterling Wealth Management
Illinois
$583K +$840 +7 +0.1%
JWCA
348
J.W. Cole Advisors
Florida
$582K +$190K +1,583 +45%
SWM
349
Silverlake Wealth Management
Vermont
$581K +$576K +4,805 New
KPWS
350
Kestra Private Wealth Services
Texas
$577K +$45.9K +383 +9%