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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
OFP
551
OFC Financial Planning
New Jersey
$220K -$1.92K -16 -0.9%
ACM
552
Advisors Capital Management
New Jersey
$219K +$217K +1,808 New
FCIM
553
Fairview Capital Investment Management
California
$218K -$42K -350 -16%
AWM
554
Avaii Wealth Management
Wisconsin
$218K
MGW
555
MB Generational Wealth
Washington
$217K -$15.2K -127 -7%
CIA
556
Concurrent Investment Advisors
Florida
$217K -$40.4K -337 -16%
VIPI
557
Vista Investment Partners II
Indiana
$215K -$28.4K -237 -12%
AFG
558
Albion Financial Group
Utah
$214K +$212K +1,767 New
KW
559
Keyvantage Wealth
Pennsylvania
$214K
EWP
560
Equity Wealth Partners
Missouri
$213K +$212K +1,764 New
KWS
561
Keystone Wealth Services
California
$211K +$209K +1,742 New
PGFC
562
Peapack-Gladstone Financial Corp
New Jersey
$210K +$4.8K +40 +2%
WA
563
Winter & Associates
Minnesota
$209K +$207K +1,727 New
CW
564
CreativeOne Wealth
Kansas
$207K +$206K +1,715 New
MF
565
Manchester Financial
California
$206K +$205K +1,705 New
SWP
566
Strategic Wealth Partners
Ohio
$206K +$42K +350 +26%
BLFG
567
Brian Low Financial Group
Louisiana
$206K +$204K +1,704 New
JCM
568
Jacobsen Capital Management
Utah
$206K +$480 +4 +0.2%
DP
569
DDD Partners
Washington
$204K
CFG
570
Cassilly Financial Group
Maryland
$204K +$202K +1,685 New
KWA
571
Kingswood Wealth Advisors
California
$203K +$201K +1,677 New
PIFP
572
Partners in Financial Planning
Virginia
$200K +$199K +1,655 New
PFBT
573
Parkside Financial Bank & Trust
Missouri
$197K
TCOV
574
Trust Company of Vermont
Vermont
$192K
FHA
575
Flagship Harbor Advisors
Massachusetts
$192K +$190K +1,587 New