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Vanguard ESG US Stock ETF

616 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, 229 increasing their positions, 182 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.22% less ownership

Funds ownership: 29.73%29.51% (-0.22%)

14% less funds holding in top 10

Funds holding in top 10: 2824 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $307K

Holders
616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$307K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
126
Laurel Wealth Planning
Minnesota
$2.92M
MWM
127
Mission Wealth Management
California
$2.9M
TWG
128
The Wealth Group
Minnesota
$2.85M
FT
129
Fiduciary Trust
Massachusetts
$2.83M
AA
130
Atmos Advisory
Pennsylvania
$2.73M
FEG
131
Fund Evaluation Group
Ohio
$2.71M
RMDI
132
R.M. Davis Inc
Maine
$2.66M
SPIA
133
Strategic Point Investment Advisors
Rhode Island
$2.64M
MWG
134
Martin Worley Group
Utah
$2.55M
BCWM
135
Bartlett & Co Wealth Management
Ohio
$2.52M
MFG
136
Merit Financial Group
Georgia
$2.5M
ML
137
Mayport LLC
Massachusetts
$2.5M
Northern Trust
138
Northern Trust
Illinois
$2.42M
WSFS
139
Wilmington Savings Fund Society
Delaware
$2.42M
MFGP
140
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.4M
Stifel Financial
141
Stifel Financial
Missouri
$2.4M
ACM
142
Armbruster Capital Management
New York
$2.36M
FWM
143
Fingerlakes Wealth Management
New York
$2.35M
PG
144
Proffitt & Goodson
Tennessee
$2.33M
SWG
145
Summit Wealth Group
Vermont
$2.29M
PWM
146
Perigon Wealth Management
California
$2.28M
NW
147
NewEdge Wealth
Pennsylvania
$2.25M
Truist Financial
148
Truist Financial
North Carolina
$2.22M
WFA
149
West Financial Advisors
Iowa
$2.2M
WANY
150
Wealthspire Advisors (New York)
New York
$2.08M