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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
CA
526
Cornerstone Advisory
Maryland
$244K +$10.2K +85 +4%
VT
527
Vise Technologies
New York
$243K +$241K +2,012 New
KMWM
528
Keudell/Morrison Wealth Management
Oregon
$243K +$241K +2,010 New
Millennium Management
529
Millennium Management
New York
$241K +$239K +1,995 New
AssetMark Inc
530
AssetMark Inc
California
$241K +$239K +1,989 New
LWA
531
Ledgewood Wealth Advisors
New Hampshire
$241K +$120 +1 +0.1%
FA
532
Fiduciary Alliance
South Carolina
$240K +$240 +2 +0.1%
OFG
533
Oxford Financial Group
Indiana
$240K -$1.92K -16 -0.8%
LWM
534
Level Wealth Management
North Carolina
$239K +$600 +5 +0.3%
CPSAC
535
Chas P. Smith & Associates (CPS)
Florida
$237K +$235K +1,957 New
NSIM
536
North Star Investment Management
Illinois
$236K -$4.92K -41 -2%
DC
537
Davenport & Co
Virginia
$233K +$231K +1,924 New
SIC
538
Salem Investment Counselors
North Carolina
$232K -$30K -250 -12%
NL
539
NWAM LLC
Washington
$232K -$47.9K -399 -17%
RFP
540
Root Financial Partners
California
$231K
Comerica Bank
541
Comerica Bank
Texas
$231K -$204K -1,700 -47%
AWA
542
Amplius Wealth Advisors
Pennsylvania
$230K +$10.3K +86 +5%
CWA
543
Continuum Wealth Advisors
New York
$227K
CBA
544
Coastal Bridge Advisors
Connecticut
$227K +$10.4K +87 +5%
BFG
545
Bouchey Financial Group
New York
$226K
DAS
546
Diversify Advisory Services
Utah
$225K -$4.44K -37 -2%
VF
547
Vawter Financial
Ohio
$225K
NA
548
Nautilus Advisors
California
$225K -$10.3K -86 -4%
MWM
549
Momentous Wealth Management
Washington
$223K -$52.1K -434 -19%
CAL
550
Capital Analysts LLC
Pennsylvania
$222K +$220K +1,834 New