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Vanguard ESG International Stock ETF
VSGX

76 hedge funds and large institutions have $350M invested in Vanguard ESG International Stock ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 7

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

27% more funds holding

Funds holding: 60 → 76 (+16)

25% more capital invested

Capital invested by funds: $280M → $350M (+$70.5M)

6.29% less ownership

Funds ownership: 63.72% → 57.43% (-6.3%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
76
Holders Change
+16
Holders Change %
+26.67%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
22
Increased
35
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$10.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.42M
3
UBS Group
UBS Group
Switzerland
+$3.93M
4
OAJ
Ogorek Anthony Joseph
New York
+$3.89M
5
Jane Street
Jane Street
New York
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
CA
Cambridge Associates
Massachusetts
-$1.96M
2
EI
Ellevest Inc
New York
-$344K
3
RCS
Retirement Capital Strategies
California
-$321K
4
ET
Equitable Trust
Tennessee
-$253K
5
EWM
Elmwood Wealth Management
California
-$30K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
26
Gould Asset Management
California
$856K +$44.2K +860 +6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$737K +$251K +4,888 +55%
SIC
28
Sigma Investment Counselors
Michigan
$678K +$158K +3,080 +32%
SPIA
29
Strategic Point Investment Advisors
Rhode Island
$671K +$100K +1,950 +18%
HDIM
30
Hanson & Doremus Investment Management
Vermont
$597K +$171K +3,328 +42%
HA
31
Harborview Advisors
Maine
$565K -$2.16K -42 -0.4%
SFO
32
Stokes Family Office
Louisiana
$559K +$538K +10,460 New
CG
33
Caprock Group
Idaho
$546K – – –
BCWM
34
Bartlett & Co Wealth Management
Ohio
$535K – – –
CG
35
Colony Group
Massachusetts
$521K – – –
RJA
36
Raymond James & Associates
Florida
$495K +$69.5K +1,351 +17%
TA
37
Tiedemann Advisors
New York
$452K +$434K +8,450 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$426K +$409K +7,962 New
WB
39
Webster Bank
Connecticut
$408K – – –
UCFA
40
United Capital Financial Advisors
Texas
$403K +$141K +2,743 +57%
HighTower Advisors
41
HighTower Advisors
Illinois
$384K +$113K +2,193 +44%
MML Investors Services
42
MML Investors Services
Massachusetts
$373K +$68.3K +1,329 +24%
BAM
43
Baldrige Asset Management
Pennsylvania
$336K +$324K +6,294 New
EWM
44
Empirical Wealth Management
Washington
$321K -$15.9K -310 -5%
WLIM
45
White Lighthouse Investment Management
Massachusetts
$279K +$47.8K +930 +22%
AIP
46
Ameritas Investment Partners
Nebraska
$275K +$41.9K +814 +19%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$266K +$59.9K +1,165 +31%
MPW
48
Monterey Private Wealth
California
$255K +$245K +4,766 New
G
49
GenTrust
Florida
$241K – – –
AAM
50
Ameraudi Asset Management
New York
$241K +$231K +4,500 New
1
2
3 4

VSGX Hedge Fund Activity: Q4 2019 in Review

76 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG International Stock ETF (VSGX) for Q4 2019, worth a combined $350M — up 25% from $280M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VSGX positions and 5 closed out — a net gain of 17 holders — while 35 added to existing stakes and 7 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.4M. The largest seller was Cambridge Associates, cutting an estimated $1.96M.

  • 76 institutional investors held Vanguard ESG International Stock ETF (VSGX) as of Q4 2019, up from 60 in Q3 2019.
  • Funds reported $350M of Vanguard ESG International Stock ETF stock for Q4 2019, up 25% quarter-over-quarter.
  • 22 funds opened new Vanguard ESG International Stock ETF positions in Q4 2019 and 5 closed out, a net change of +17 holders.
  • The largest Vanguard ESG International Stock ETF buyer in Q4 2019 was Vanguard Group, an estimated $10.4M added.
  • The largest Vanguard ESG International Stock ETF seller in Q4 2019 was Cambridge Associates, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2019.