ESGV icon

Vanguard ESG US Stock ETF

583 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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

1% less funds holding

Funds holding: 587583 (-4)

21% less capital invested

Capital invested by funds: $3.57B → $2.83B (-$746M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $310K

Holders
583
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$310K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$5.93M
LW
77
Libra Wealth
California
$5.88M
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$5.82M
DJSG
79
D.J. St. Germain
Massachusetts
$5.8M
AF
80
Apexium Financial
Texas
$5.8M
William Blair & Company
81
William Blair & Company
Illinois
$5.78M
Financial Engines Advisors
82
Financial Engines Advisors
California
$5.53M
BWP
83
BSW Wealth Partners
Colorado
$5.5M
PA
84
Parallel Advisors
California
$5.31M
COCM
85
Charter Oak Capital Management
New Hampshire
$5.24M
DADC
86
D.A. Davidson & Co
Montana
$5.22M
ALA
87
Atlas Legacy Advisors
California
$4.88M
SC
88
Stephens Consulting
Michigan
$4.83M
BOPW
89
Brandywine Oak Private Wealth
Pennsylvania
$4.8M
PIMG
90
Patriot Investment Management Group
Tennessee
$4.72M
EFG
91
Elios Financial Group
Ohio
$4.47M
FCH
92
Freestone Capital Holdings
Washington
$4.39M
MPW
93
Monterey Private Wealth
California
$4.36M
APW
94
Atlantic Private Wealth
North Carolina
$4.18M
WLIM
95
White Lighthouse Investment Management
Massachusetts
$4.12M
AA
96
Atmos Advisory
Pennsylvania
$3.99M
Toronto Dominion Bank
97
Toronto Dominion Bank
Ontario, Canada
$3.84M
PAG
98
Private Advisor Group
New Jersey
$3.72M
AA
99
Ashford Advisors
New York
$3.71M
GAM
100
Gould Asset Management
California
$3.67M