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Vanguard ESG US Stock ETF

582 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
Holders
582
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
7.91%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.38%
New
48
Increased
240
Reduced
163
Closed
43
Calls
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$315M +$14.5M +148,348 +5%
Morgan Stanley
2
Morgan Stanley
New York
$164M +$81M +826,785 +97%
Wealthfront Advisers
3
Wealthfront Advisers
California
$147M +$5.67M +57,917 +4%
VF
4
Visa Foundation
California
$133M -$26.4M -270,000 -17%
Creative Planning
5
Creative Planning
Kansas
$123M +$996K +10,165 +0.8%
Bank of America
6
Bank of America
North Carolina
$55.9M +$6.76M +69,054 +14%
VCM
7
Verde Capital Management
Michigan
$54.7M -$360K -3,673 -0.7%
SG
8
Stanich Group
New York
$53.2M +$2.83M +28,910 +6%
Betterment LLC
9
Betterment LLC
New York
$49.8M +$9.29M +94,879 +23%
Raymond James Financial
10
Raymond James Financial
Florida
$49.5M +$104K +1,060 +0.2%
I
11
IMPACTfolio
Colorado
$45.9M +$1.29M +13,127 +3%
PCIG
12
Partners Capital Investment Group
Massachusetts
$43.1M +$7.99M +81,557 +23%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$41.8M +$662K +6,761 +2%
PIC
14
Platt Investment Counsel
Florida
$38.6M +$1.45M +14,804 +4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$37.7M -$724K -7,396 -2%
SCM
16
SCS Capital Management
Massachusetts
$37.5M +$4.8M +48,983 +15%
LWL
17
Leo Wealth LLC
Texas
$37.2M -$30.8M -314,094 -45%
AIA
18
Angeles Investment Advisors
California
$36.6M -$7.43M -75,895 -17%
FWI
19
Facet Wealth Inc
Maryland
$34.6M -$2.83M -28,481 -8%
SIP
20
Sellwood Investment Partners
Oregon
$33.1M +$1.86M +19,017 +6%
CA
21
Crewe Advisors
Utah
$31.5M +$1.02M +10,397 +3%
UBS Group
22
UBS Group
Switzerland
$27.3M -$703K -7,178 -3%
Ameriprise
23
Ameriprise
Minnesota
$26.8M -$3.06M -31,220 -10%
Franklin Resources
24
Franklin Resources
California
$25.8M +$2.16M +22,013 +9%
Goldman Sachs
25
Goldman Sachs
New York
$25.1M +$4.26M +43,471 +20%