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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
MEG
351
Millstone Evans Group
Colorado
$576K +$208K +1,730 +57%
BFP
352
Birchwood Financial Partners
Minnesota
$575K +$570K +4,751 New
SPIA
353
Steward Partners Investment Advisory
New York
$570K -$13.4K -112 -2%
BA
354
Bridgewater Advisors
New York
$567K -$7.32K -61 -1%
NAMP
355
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$567K
PWA
356
Physician Wealth Advisors
Utah
$563K +$111K +924 +25%
GA
357
Gordian Advisors
Arizona
$558K +$28.2K +235 +5%
PWC
358
Pathfinder Wealth Consulting
North Carolina
$557K +$553K +4,606 New
MPWS
359
McCarter Private Wealth Services
Massachusetts
$556K +$552K +4,600 New
PJSIMP
360
P.J. Schmidt Investment Management (PJS)
Wisconsin
$555K -$12.2K -102 -2%
GWM
361
Geneos Wealth Management
Colorado
$554K +$360 +3 +0.1%
VFA
362
Valeo Financial Advisors
Indiana
$553K -$39.9K -333 -7%
National Bank of Canada
363
National Bank of Canada
Quebec, Canada
$553K +$19.2K +160 +4%
VWA
364
VSM Wealth Advisory
Maryland
$552K -$70.2K -585 -11%
GWM
365
Goldenstone Wealth Management
California
$545K +$540K +4,505 New
SL
366
Sentinus LLC
Illinois
$544K +$539K +4,495 New
PFG
367
Pinnacle Financial Group
Illinois
$541K +$22.1K +184 +4%
WTFG
368
Wood Tarver Financial Group
Idaho
$539K +$22.4K +187 +4%
SCTC
369
Sanibel Captiva Trust Company
Florida
$538K
LI
370
LRI Investments
Florida
$538K
AWM
371
Aureum Wealth Management
Florida
$532K +$528K +4,400 New
DF
372
Dunhill Financial
United Kingdom
$529K
LFA
373
Level Financial Advisors
New York
$511K
TWC
374
TD Waterhouse Canada
Ontario, Canada
$498K +$29.1K +243 +6%
AAG
375
Armstrong Advisory Group
Massachusetts
$497K +$31.1K +259 +7%