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Vanguard ESG US Stock ETF

675 hedge funds and large institutions have $3.49B invested in Vanguard ESG US Stock ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 274 increasing their positions, 189 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 189

0.23% more ownership

Funds ownership: 31.49%31.71% (+0.23%)

5% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 42

2% less funds holding

Funds holding: 689675 (-14)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

6% less capital invested

Capital invested by funds: $3.71B → $3.49B (-$220M)

Holders
675
Holders Change
-14
Holders Change %
-2.03%
% of All Funds
8.31%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.33%
New
40
Increased
274
Reduced
189
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$7.32M -$758K -6,385 -9%
UCFA
77
United Capital Financial Advisors
Texas
$7.14M +$20.4K +172 +0.3%
JP Morgan Chase
78
JP Morgan Chase
New York
$6.93M -$1.17M -9,867 -13%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$6.9M +$1.67M +14,034 +30%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$6.81M +$75.2K +633 +1%
BWP
81
BSW Wealth Partners
Colorado
$6.69M -$59.6K -502 -0.8%
Financial Engines Advisors
82
Financial Engines Advisors
California
$6.64M +$371K +3,127 +6%
PP
83
Pearl Planning
Michigan
$6.58M +$198K +1,668 +3%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$6.44M +$2.18M +18,390 +56%
LW
85
Libra Wealth
California
$6.01M +$46.6K +392 +0.7%
PCMC
86
Paragon Capital Management (Colorado)
Colorado
$5.91M +$935K +7,870 +18%
COCM
87
Charter Oak Capital Management
New Hampshire
$5.9M -$46.9K -395 -0.7%
EL
88
EQ LLC
Washington
$5.65M -$446K -3,755 -7%
ALA
89
Atlas Legacy Advisors
California
$5.34M +$46.1K +388 +0.8%
DADC
90
D.A. Davidson & Co
Montana
$5.3M -$116K -979 -2%
US Bancorp
91
US Bancorp
Minnesota
$5.24M -$35K -295 -0.6%
PHAM
92
Palisades Hudson Asset Management
Florida
$5.24M +$655K +5,513 +13%
WLIM
93
White Lighthouse Investment Management
Massachusetts
$5.23M +$158K +1,332 +3%
BOPW
94
Brandywine Oak Private Wealth
Pennsylvania
$5.22M +$140K +1,179 +3%
BS
95
Banco Santander
Spain
$4.88M +$736K +6,200 +17%
APW
96
Atlantic Private Wealth
North Carolina
$4.84M +$78.6K +662 +2%
SC
97
Soundwatch Capital
Connecticut
$4.39M +$58.1K +489 +1%
Corient Private Wealth
98
Corient Private Wealth
Florida
$4.37M -$4.28M -36,068 -48%
GAM
99
Gould Asset Management
California
$4.37M +$160K +1,349 +4%
FCH
100
Freestone Capital Holdings
Washington
$4.32M -$109K -916 -2%