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Vanguard ESG International Stock ETF
VSGX

286 hedge funds and large institutions have $1.03B invested in Vanguard ESG International Stock ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

45% more capital invested

Capital invested by funds: $710M → $1.03B (+$316M)

41% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 79

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

6.95% more ownership

Funds ownership: 23.99% → 30.94% (+7%)

4% more funds holding

Funds holding: 274 → 286 (+12)

Holders
286
Holders Change
+12
Holders Change %
+4.38%
% of All Funds
4.56%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
38
Increased
111
Reduced
79
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$253M
2
SWG
Summit Wealth Group
Vermont
+$7.9M
3
AIA
Angeles Investment Advisors
California
+$7.61M
4
Jane Street
Jane Street
New York
+$3.79M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.96M

Top Sellers

1
CCA
Column Capital Advisors
Indiana
-$14.4M
2
Goldman Sachs
Goldman Sachs
New York
-$12.5M
3
Franklin Resources
Franklin Resources
California
-$9.03M
4
UBS Group
UBS Group
Switzerland
-$5.73M
5
Morgan Stanley
Morgan Stanley
New York
-$4.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
226
Lido Advisors
California
$204K +$202K +3,898 New
FA
227
Financial Alternatives
California
$203K +$201K +3,879 New
CFGS
228
Concourse Financial Group Securities
Alabama
$190K – – –
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$182K +$7.01K +135 +4%
TIM
230
Tortoise Investment Management
New York
$168K +$3.38K +65 +2%
EI
231
Ellevest Inc
New York
$152K +$22.9K +441 +18%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$149K – – –
CPA
233
Cardiff Park Advisors
California
$128K – – –
WP
234
WealthShield Partners
North Carolina
$118K +$117K +2,250 New
KTC
235
Kistler-Tiffany Companies
Pennsylvania
$109K +$37.1K +714 +52%
US Bancorp
236
US Bancorp
Minnesota
$106K +$99.9K +1,923 +1,814%
PP
237
PDS Planning
Ohio
$96.2K +$95.4K +1,837 New
FHA
238
First Horizon Advisors
Tennessee
$90.6K +$208 +4 +0.2%
AWM
239
AllSquare Wealth Management
New York
$86.7K – – –
RLIM
240
Red Lighthouse Investment Management
New York
$83.3K – – –
BSB
241
Bangor Savings Bank
Maine
$81.2K – – –
Citigroup
242
Citigroup
New York
$77.7K +$57.3K +1,103 +290%
HIA
243
Harbor Investment Advisory
Maryland
$66.8K – – –
MFA
244
Morling Financial Advisors
California
$63.9K -$5.77K -111 -8%
TWA
245
TCI Wealth Advisors
Arizona
$63.8K – – –
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$63K +$62.4K +1,202 New
AFS
247
Annapolis Financial Services
Maryland
$60.3K – – –
JWA
248
JFS Wealth Advisors
Pennsylvania
$45.4K – – –
CMP
249
Coston McIsaac & Partners
Maine
$41K +$1.66K +32 +4%
DIP
250
DT Investment Partners
Pennsylvania
$39.5K +$16.4K +316 +74%
8 9
10
11 12

VSGX Hedge Fund Activity: Q1 2023 in Review

286 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG International Stock ETF (VSGX) for Q1 2023, worth a combined $1.03B — up 45% from $710M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VSGX positions and 20 closed out — a net gain of 18 holders — while 111 added to existing stakes and 79 trimmed.

The largest buyer was Vanguard Group, adding an estimated $253M. The largest seller was Column Capital Advisors, cutting an estimated $14.4M.

  • 286 institutional investors held Vanguard ESG International Stock ETF (VSGX) as of Q1 2023, up from 274 in Q4 2022.
  • Funds reported $1.03B of Vanguard ESG International Stock ETF stock for Q1 2023, up 45% quarter-over-quarter.
  • 38 funds opened new Vanguard ESG International Stock ETF positions in Q1 2023 and 20 closed out, a net change of +18 holders.
  • The largest Vanguard ESG International Stock ETF buyer in Q1 2023 was Vanguard Group, an estimated $253M added.
  • The largest Vanguard ESG International Stock ETF seller in Q1 2023 was Column Capital Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2023.