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
MCFP
126
Mallini Complete Financial Planning
Florida
$2.65M
BF
127
Brooklyn FI
New York
$2.63M
PI
128
PFG Investments
New York
$2.58M
MWM
129
Modera Wealth Management
New Jersey
$2.44M
MFG
130
Merit Financial Group
Georgia
$2.42M
CA
131
CGN Advisors
Kansas
$2.29M
BCWM
132
Bartlett & Co Wealth Management
Ohio
$2.25M
ML
133
Mayport LLC
Massachusetts
$2.22M
RMDI
134
R.M. Davis Inc
Maine
$2.21M
NW
135
NewEdge Wealth
Pennsylvania
$2.2M
FTUS
136
Flow Traders U.S.
New York
$2.17M
WSFS
137
Wilmington Savings Fund Society
Delaware
$2.16M
HI
138
Harbour Investments
Wisconsin
$2.13M
Northern Trust
139
Northern Trust
Illinois
$2.12M
FWM
140
Fingerlakes Wealth Management
New York
$2.12M
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$2.11M
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$2.1M
MFGP
143
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.07M
ET
144
Equitable Trust
Tennessee
$2.07M
PG
145
Proffitt & Goodson
Tennessee
$2.03M
Truist Financial
146
Truist Financial
North Carolina
$2.01M
ACM
147
Armbruster Capital Management
New York
$2M
SWG
148
Summit Wealth Group
Vermont
$1.98M
BIA
149
Bell Investment Advisors
California
$1.95M
CWM
150
Cornerstone Wealth Management
Missouri
$1.94M