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Vanguard ESG International Stock ETF
VSGX

60 hedge funds and large institutions have $280M invested in Vanguard ESG International Stock ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

439% more capital invested

Capital invested by funds: $51.9M → $280M (+$228M)

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

47.38% more ownership

Funds ownership: 16.34% → 63.72% (+47%)

36% more funds holding

Funds holding: 44 → 60 (+16)

Holders
60
Holders Change
+16
Holders Change %
+36.36%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
23
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$212M
2
DPI
Diversified Portfolios Inc
Michigan
+$4.12M
3
OWM
Orgel Wealth Management
Wisconsin
+$3.86M
4
KF
Krilogy Financial
Missouri
+$3.56M
5
SCM
SCS Capital Management
Massachusetts
+$3.48M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$4.32M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.95M
3
Jane Street
Jane Street
New York
-$600K
4
RCS
Retirement Capital Strategies
California
-$366K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$98.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
26
Bartlett & Co Wealth Management
Ohio
$493K – – –
CG
27
Colony Group
Massachusetts
$480K – – –
SIC
28
Sigma Investment Counselors
Michigan
$473K +$471K +9,595 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$439K +$437K +8,906 New
RJA
30
Raymond James & Associates
Florida
$390K +$129K +2,635 +50%
HDIM
31
Hanson & Doremus Investment Management
Vermont
$386K +$312K +6,358 +429%
LSAG
32
Lake Street Advisors Group
New Hampshire
$377K +$2.11K +43 +0.6%
WB
33
Webster Bank
Connecticut
$376K +$375K +7,625 New
EI
34
Ellevest Inc
New York
$345K +$9.14K +186 +3%
EWM
35
Empirical Wealth Management
Washington
$311K +$49.4K +1,005 +19%
MML Investors Services
36
MML Investors Services
Massachusetts
$278K +$49 +1 +0%
ET
37
Equitable Trust
Tennessee
$253K – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$246K +$245K +4,992 New
UCFA
39
United Capital Financial Advisors
Texas
$237K +$236K +4,804 New
G
40
GenTrust
Florida
$222K – – –
AIP
41
Ameritas Investment Partners
Nebraska
$213K +$129K +2,627 +154%
WLIM
42
White Lighthouse Investment Management
Massachusetts
$211K +$210K +4,280 New
FANJ
43
Financial Architects (New Jersey)
New Jersey
$188K +$23K +468 +14%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$105K – – –
GWM
45
Geneos Wealth Management
Colorado
$100K +$100K +2,039 New
VFA
46
Valeo Financial Advisors
Indiana
$90K +$33K +672 +58%
ST
47
Sageworth Trust
Pennsylvania
$89K +$88.8K +1,807 New
SFS
48
Sowell Financial Services
Arkansas
$89K +$88.9K +1,810 New
MG
49
MilWealth Group
Wisconsin
$83.4K +$83.1K +1,692 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$69K +$33.9K +690 +98%
1
2
3

VSGX Hedge Fund Activity: Q3 2019 in Review

60 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG International Stock ETF (VSGX) for Q3 2019, worth a combined $280M — up 439% from $51.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VSGX positions and 2 closed out — a net gain of 16 holders — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Vanguard Group, adding an estimated $212M. The largest seller was Flow Traders U.S., cutting an estimated $4.32M.

  • 60 institutional investors held Vanguard ESG International Stock ETF (VSGX) as of Q3 2019, up from 44 in Q2 2019.
  • Funds reported $280M of Vanguard ESG International Stock ETF stock for Q3 2019, up 439% quarter-over-quarter.
  • 18 funds opened new Vanguard ESG International Stock ETF positions in Q3 2019 and 2 closed out, a net change of +16 holders.
  • The largest Vanguard ESG International Stock ETF buyer in Q3 2019 was Vanguard Group, an estimated $212M added.
  • The largest Vanguard ESG International Stock ETF seller in Q3 2019 was Flow Traders U.S., an estimated $4.32M sold.

Based on aggregated 13F filings for Q3 2019.