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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
WB
101
Webster Bank
Connecticut
$3.6M
MFA
102
McClarren Financial Advisors
Pennsylvania
$3.52M
TFM
103
Trademark Financial Management
Minnesota
$3.51M
WDL
104
Well Done LLC
Michigan
$3.49M
SCM
105
Stonehearth Capital Management
Massachusetts
$3.46M
MML Investors Services
106
MML Investors Services
Massachusetts
$3.42M
ST
107
Sageworth Trust
Pennsylvania
$3.35M
FHA
108
First Horizon Advisors
Tennessee
$3.34M
Corient Private Wealth
109
Corient Private Wealth
Florida
$3.33M
PHAM
110
Palisades Hudson Asset Management
Florida
$3.27M
Lido Advisors
111
Lido Advisors
California
$3.14M
PCMC
112
Paragon Capital Management (Colorado)
Colorado
$3.14M
FHB
113
First Hawaiian Bank
Hawaii
$3.01M
FT
114
Fiduciary Trust
Massachusetts
$3.01M
BP
115
Ballentine Partners
Massachusetts
$2.97M
Bank of New York Mellon
116
Bank of New York Mellon
New York
$2.94M
WT
117
Whittier Trust
California
$2.92M
CL
118
Choreo LLC
Illinois
$2.9M
HTC
119
Haverford Trust Company
Pennsylvania
$2.82M
SC
120
Sapient Capital
Indiana
$2.79M
TWG
121
The Wealth Group
Minnesota
$2.76M
MWG
122
Martin Worley Group
Utah
$2.72M
ACA
123
Affinity Capital Advisors
California
$2.7M
MPCL
124
My Personal CFO LLC
Washington
$2.7M
TDWM
125
Topel & Distasi Wealth Management
California
$2.66M