We are live on ! Find out more
VSGX icon

Vanguard ESG International Stock ETF

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: 6076 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$214K +$206K +4,009 New
ST
52
Sageworth Trust
Pennsylvania
$213K +$112K +2,177 +120%
AAM
53
Autus Asset Management
Arizona
$213K +$205K +3,979 New
HR
54
Hardy Reed
Mississippi
$210K +$202K +3,933 New
LW
55
Linscomb Wealth
Texas
$201K +$193K +3,755 New
SFS
56
Sowell Financial Services
Arkansas
$185K +$84.6K +1,645 +91%
JFA
57
JNBA Financial Advisors
Minnesota
$117K +$82.1K +1,597 +266%
GWM
58
Geneos Wealth Management
Colorado
$116K +$7.04K +137 +7%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$105K
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$103K +$29.5K +573 +41%
VFA
61
Valeo Financial Advisors
Indiana
$98K
MG
62
MilWealth Group
Wisconsin
$91K +$514 +10 +0.6%
CFGS
63
Concourse Financial Group Securities
Alabama
$78K +$75.3K +1,465 New
ASN
64
Advisory Services Network
Georgia
$70K +$67.4K +1,311 New
ST
65
Smithfield Trust
Pennsylvania
$67K +$64.5K +1,254 New
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$57K +$13.8K +268 +33%
NFG
67
Next Financial Group
Texas
$53K
AG
68
Advisor Group
Arizona
$50K +$7.82K +152 +19%
WCM
69
Wealthcare Capital Management
Virginia
$29K +$27.6K +537 New
AA
70
Advisory Alpha
Michigan
$25K +$206 +4 +0.9%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$22K
CT
72
Caldwell Trust
Florida
$16K +$15.4K +300 New
EI
73
Ellevest Inc
New York
$16K -$344K -6,690 -96%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$11K +$11.1K +215 New
BBA
75
Braun-Bostich & Associates
Pennsylvania
$4K +$3.86K +75 New

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.