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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
BP
126
Ballentine Partners
Massachusetts
$3.67M
CL
127
Choreo LLC
Illinois
$3.59M -$12K -100 -0.3%
MWM
128
Modera Wealth Management
New Jersey
$3.52M -$7.2K -60 -0.2%
WT
129
Whittier Trust
California
$3.51M
HTC
130
Haverford Trust Company
Pennsylvania
$3.5M +$12K +100 +0.3%
VA
131
Valmark Advisers
Ohio
$3.44M -$2.52K -21 -0.1%
PIMG
132
Patriot Investment Management Group
Tennessee
$3.38M -$14.9K -124 -0.4%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$3.33M +$96.2K +802 +3%
MCFP
134
Mallini Complete Financial Planning
Florida
$3.32M -$103K -855 -3%
ACA
135
Affinity Capital Advisors
California
$3.29M -$52.4K -437 -2%
TDWM
136
Topel & Distasi Wealth Management
California
$3.23M -$144K -1,204 -4%
HIC
137
Hamrick Investment Counsel
Washington
$3.14M +$3.12M +25,972 New
FT
138
Fiduciary Trust
Massachusetts
$3.02M -$73.4K -612 -2%
EWA
139
EP Wealth Advisors
California
$2.99M +$2.97M +24,739 New
SC
140
Sapient Capital
Indiana
$2.99M
RMDI
141
R.M. Davis Inc
Maine
$2.98M +$27K +225 +0.9%
SFA
142
Sequoia Financial Advisors
Ohio
$2.97M -$65.7K -548 -2%
Stifel Financial
143
Stifel Financial
Missouri
$2.97M +$57.1K +476 +2%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$2.95M +$511K +4,259 +21%
SPIA
145
Strategic Point Investment Advisors
Rhode Island
$2.92M
TWG
146
The Wealth Group
Minnesota
$2.92M +$22.3K +186 +0.8%
AA
147
Atmos Advisory
Pennsylvania
$2.91M -$17.2K -143 -0.6%
CA
148
CGN Advisors
Kansas
$2.85M +$164K +1,367 +6%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$2.8M +$1.8K +15 +0.1%
ACM
150
Armbruster Capital Management
New York
$2.71M +$130K +1,083 +5%