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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
DJSG
76
D.J. St. Germain
Massachusetts
$8.41M +$1.07M +8,893 +15%
RZH
77
Relyea Zuckerberg Hanson
Connecticut
$8.4M +$904K +7,540 +12%
EW
78
Evoke Wealth
California
$8.06M -$3.16M -26,318 -28%
NCTC
79
New Covenant Trust Company
Indiana
$8.02M +$835K +6,960 +12%
UCFA
80
United Capital Financial Advisors
Texas
$7.67M +$6.74M +56,168 +771%
BWP
81
BSW Wealth Partners
Colorado
$7.27M -$477K -3,979 -6%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$7.26M +$631K +5,260 +10%
PP
83
Pearl Planning
Michigan
$6.89M +$6.83M +56,960 New
Financial Engines Advisors
84
Financial Engines Advisors
California
$6.78M +$327K +2,730 +5%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$6.76M +$4.47M +37,245 +199%
EL
86
EQ LLC
Washington
$6.54M -$172K -1,430 -3%
LW
87
Libra Wealth
California
$6.43M -$411K -3,429 -6%
COCM
88
Charter Oak Capital Management
New Hampshire
$6.41M -$274K -2,280 -4%
DADC
89
D.A. Davidson & Co
Montana
$5.83M -$149K -1,239 -3%
WA
90
Westfuller Advisors
New York
$5.81M +$20.8K +173 +0.4%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$5.74M +$195K +1,623 +4%
ALA
92
Atlas Legacy Advisors
California
$5.71M +$251K +2,095 +5%
US Bancorp
93
US Bancorp
Minnesota
$5.68M +$1.24M +10,307 +28%
PPC
94
Pennington Partners & Co
Maryland
$5.52M +$5.48M +45,676 New
BOPW
95
Brandywine Oak Private Wealth
Pennsylvania
$5.48M +$14.2K +118 +0.3%
WLIM
96
White Lighthouse Investment Management
Massachusetts
$5.48M +$404K +3,371 +8%
PCMC
97
Paragon Capital Management (Colorado)
Colorado
$5.41M +$1.03M +8,622 +24%
AWM
98
Axxcess Wealth Management
California
$5.25M +$5.21M +43,413 New
APW
99
Atlantic Private Wealth
North Carolina
$5.13M -$19.7K -164 -0.4%
PHAM
100
Palisades Hudson Asset Management
Florida
$4.98M +$559K +4,663 +13%