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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
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$432K
CFG
352
Cornerstone Financial Group
Nebraska
$430K
ACM
353
Aspen Capital Management
Idaho
$430K
Massachusetts Financial Services
354
Massachusetts Financial Services
Massachusetts
$430K
AAG
355
Armstrong Advisory Group
Massachusetts
$425K
AFS
356
Access Financial Services
Minnesota
$425K
TWC
357
TD Waterhouse Canada
Ontario, Canada
$425K
BWP
358
Baldwin Wealth Partners
Massachusetts
$422K
SCA
359
Sulzberger Capital Advisors
Florida
$420K
PWA
360
Physician Wealth Advisors
Utah
$417K
GIA
361
Gladstone Institutional Advisory
Florida
$417K
ACM
362
Alpha Capital Management
Texas
$416K
FPWM
363
Five Pine Wealth Management
Idaho
$408K
LFA
364
Legacy Financial Advisors
Kentucky
$408K
PSCM
365
Per Stirling Capital Management
Texas
$407K
AM
366
AGF Management
Ontario, Canada
$406K
VHAM
367
Van Hulzen Asset Management
California
$406K
AWM
368
Aprio Wealth Management
Georgia
$402K
EP
369
Essential Planning
New Hampshire
$399K
TAM
370
Trillium Asset Management
Massachusetts
$397K
PCM
371
Parsons Capital Management
Rhode Island
$396K
Comerica Bank
372
Comerica Bank
Texas
$395K
PB
373
Pinnacle Bancorp
Nebraska
$395K
MSWMA
374
Market Street Wealth Management Advisors
Indiana
$390K
NAS
375
NWF Advisory Services
California
$389K