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Vanguard ESG US Stock ETF

582 hedge funds and large institutions have $2.83B invested in Vanguard ESG US Stock ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 240 increasing their positions, 163 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
7.91%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.38%
New
48
Increased
240
Reduced
163
Closed
43
Calls
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K
Name Holding Trade Value Shares
Change
Shares
Change %
FNWM
26
Financial Network Wealth Management
Utah
$24.9M +$299K +3,054 +1%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$24.9M +$1.19M +12,166 +5%
MG
28
Mather Group
Illinois
$24.2M -$2.24M -22,824 -8%
LPL Financial
29
LPL Financial
California
$22.9M +$306K +3,128 +1%
GC
30
Garde Capital
Washington
$22.7M +$1.58M +16,166 +7%
Cerity Partners
31
Cerity Partners
New York
$22.7M +$2.19M +22,347 +11%
HDIM
32
Hanson & Doremus Investment Management
Vermont
$21.4M +$31.6K +323 +0.1%
CWM
33
Cedar Wealth Management
California
$19.8M -$358K -3,654 -2%
CAM
34
Clarity Asset Management
Iowa
$19.2M +$3M +30,580 +18%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$19.2M -$3.4M -34,690 -15%
RWP
36
RWA Wealth Partners
Massachusetts
$19.1M -$938K -9,578 -5%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$17.9M -$195K -1,992 -1%
MCCA
38
Mill Creek Capital Advisors
Pennsylvania
$17.7M +$1.15M +11,715 +7%
SOWAS
39
Silver Oak Wealth Advisors Services
California
$17.3M +$70.5K +720 +0.4%
FCG
40
Financial Connections Group
California
$16.3M -$17.1K -175 -0.1%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$15.9M +$2.02M +20,718 +15%
HighTower Advisors
42
HighTower Advisors
Illinois
$15.5M +$1.52M +15,516 +11%
DL
43
DOHJ LLC
Washington
$15.1M +$1.08M +11,003 +8%
CG
44
Caprock Group
Idaho
$14.6M +$276K +2,822 +2%
LFA
45
LifeGuide Financial Advisors
Pennsylvania
$14.5M +$225K +2,295 +2%
HI
46
Human Investing
Oregon
$14.4M +$1.16M +11,803 +9%
GAM
47
Gemmer Asset Management
California
$14.3M +$451K +4,604 +3%
RCG
48
Regatta Capital Group
California
$13.9M +$640K +6,532 +5%
SAG
49
SageView Advisory Group
California
$13.5M +$30K +306 +0.2%
OWM
50
Orgel Wealth Management
Wisconsin
$13.5M -$6.56M -66,963 -33%