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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
WFA
151
West Financial Advisors
Iowa
$1.91M
SA
152
Skyline Advisors
Washington
$1.88M
W
153
WealthCollab
Washington
$1.74M
AA
154
Addison Advisors
Vermont
$1.73M
JBA
155
Johnson Bixby & Associates
Washington
$1.69M
VAF
156
Values Added Financial
District of Columbia
$1.68M
MWM
157
Mission Wealth Management
California
$1.67M
GT
158
Glenview Trust
Kentucky
$1.66M
PWM
159
Perigon Wealth Management
California
$1.66M
LRIA
160
Leonard Rickey Investment Advisors
Washington
$1.64M
SPIA
161
Strategic Point Investment Advisors
Rhode Island
$1.62M
AFG
162
Albion Financial Group
Utah
$1.62M
VA
163
Valmark Advisers
Ohio
$1.59M
AC
164
Arjuna Capital
North Carolina
$1.59M
Stifel Financial
165
Stifel Financial
Missouri
$1.58M
EHC
166
Everett Harris & Co
California
$1.57M
WPC
167
Wedmont Private Capital
Pennsylvania
$1.55M
UB
168
UMB Bank
Missouri
$1.52M
M&T Bank
169
M&T Bank
New York
$1.51M
ST
170
Smithfield Trust
Pennsylvania
$1.5M
NCM
171
Northland Capital Management
Minnesota
$1.49M
Fidelity Investments
172
Fidelity Investments
Massachusetts
$1.49M
TRCT
173
Tower Research Capital (TRC)
New York
$1.46M
WANY
174
Wealthspire Advisors (New York)
New York
$1.45M
RSWM
175
Robertson Stephens Wealth Management
California
$1.42M