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Vanguard ESG US Stock ETF

618 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, 182 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: 29.75%29.53% (-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
618
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
LWM
451
Liberty Wealth Management
California
$266K
MWM
452
MBE Wealth Management
Wisconsin
$266K
EFG
453
Everhart Financial Group
Ohio
$266K
EC
454
Estate Counselors
Wisconsin
$265K
EWM
455
Evermay Wealth Management
Virginia
$265K
FA
456
FC Advisory
Pennsylvania
$263K
MCM
457
Mengis Capital Management
Oregon
$262K
WIA
458
World Investment Advisors
California
$260K
OWA
459
Octavia Wealth Advisors
Ohio
$259K
P
460
&Partners
Tennessee
$258K
FCIM
461
Fairview Capital Investment Management
California
$258K
CWP
462
Concord Wealth Partners
Virginia
$257K
CAMV
463
Concord Asset Management (Virginia)
Virginia
$257K
KAS
464
Kestra Advisory Services
Texas
$256K
MWM
465
Momentous Wealth Management
Washington
$249K
Corient Private Wealth
466
Corient Private Wealth
Florida
$249K
WIC
467
Whitegate Investment Counselors
New Hampshire
$249K
RFP
468
Root Financial Partners
California
$248K
CIBC World Market
469
CIBC World Market
Ontario, Canada
$248K
AWP
470
Abacus Wealth Partners
California
$247K
GB
471
Goepper Burkhardt
South Carolina
$244K
MWA
472
Martel Wealth Advisors
Washington
$241K
ACA
473
Ackerman Capital Advisors
Texas
$239K
TF
474
Trek Financial
Arizona
$239K
SIC
475
Salem Investment Counselors
North Carolina
$238K