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Vanguard ESG US Stock ETF

615 hedge funds and large institutions have $3.13B invested in Vanguard ESG US Stock ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 230 increasing their positions, 181 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
+33
Holders Change %
+5.67%
% of All Funds
8.25%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
70
Increased
230
Reduced
181
Closed
26
Calls
Puts
$307K
Net Calls
-$307K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$2.92M +$537K +4,834 +22%
LWP
127
Laurel Wealth Planning
Minnesota
$2.92M +$1.81M +16,469 +163%
MWM
128
Mission Wealth Management
California
$2.9M +$1.03M +9,406 +55%
TWG
129
The Wealth Group
Minnesota
$2.85M -$236K -2,148 -8%
FT
130
Fiduciary Trust
Massachusetts
$2.83M -$535K -4,878 -16%
AA
131
Atmos Advisory
Pennsylvania
$2.73M -$1.73M -15,775 -39%
FEG
132
Fund Evaluation Group
Ohio
$2.71M +$2.71M +24,720 New
RMDI
133
R.M. Davis Inc
Maine
$2.66M +$191K +1,743 +8%
SPIA
134
Strategic Point Investment Advisors
Rhode Island
$2.64M +$824K +7,520 +45%
MWG
135
Martin Worley Group
Utah
$2.55M -$499K -4,552 -16%
BCWM
136
Bartlett & Co Wealth Management
Ohio
$2.52M
MFG
137
Merit Financial Group
Georgia
$2.5M -$205K -1,866 -8%
ML
138
Mayport LLC
Massachusetts
$2.5M +$10.1K +92 +0.4%
Northern Trust
139
Northern Trust
Illinois
$2.42M +$45.6K +416 +2%
WSFS
140
Wilmington Savings Fund Society
Delaware
$2.42M +$1.75K +16 +0.1%
MFGP
141
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.4M +$85.5K +780 +4%
Stifel Financial
142
Stifel Financial
Missouri
$2.4M +$628K +5,725 +35%
ACM
143
Armbruster Capital Management
New York
$2.36M +$115K +1,049 +5%
FWM
144
Fingerlakes Wealth Management
New York
$2.35M -$27.3K -249 -1%
PG
145
Proffitt & Goodson
Tennessee
$2.33M +$66K +602 +3%
SWG
146
Summit Wealth Group
Vermont
$2.29M +$64.7K +590 +3%
PWM
147
Perigon Wealth Management
California
$2.28M +$422K +3,848 +23%
NW
148
NewEdge Wealth
Pennsylvania
$2.25M -$277K -2,470 -11%
Truist Financial
149
Truist Financial
North Carolina
$2.22M -$32.2K -294 -1%
WFA
150
West Financial Advisors
Iowa
$2.2M +$58.9K +537 +3%