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Vanguard ESG International Stock ETF
VSGX

98 hedge funds and large institutions have $353M invested in Vanguard ESG International Stock ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

717% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 6

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

29% more funds holding

Funds holding: 76 → 98 (+22)

1% more capital invested

Capital invested by funds: $350M → $353M (+$3.41M)

6.3% less ownership

Funds ownership: 57.43% → 51.13% (-6.3%)

Holders
98
Holders Change
+22
Holders Change %
+28.95%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
32
Increased
49
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WU
Wealthsimple US
New York
+$19.5M
2
Creative Planning
Creative Planning
Kansas
+$10.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.1M
4
FTUS
Flow Traders U.S.
New York
+$9.79M
5
FFN
Focus Financial Network
Minnesota
+$9.34M

Top Sellers

Rank Fund Capital Flow
1
PG
Prostatis Group
Maryland
-$3.09M
2
SPIA
Strategic Point Investment Advisors
Rhode Island
-$671K
3
CG
Colony Group
Massachusetts
-$521K
4
KF
Krilogy Financial
Missouri
-$447K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$408K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
51
Bartlett & Co
Ohio
$411K +$493K +10,000 New
Osaic Holdings
52
Osaic Holdings
Arizona
$387K +$462K +9,372 New
TA
53
Tiedemann Advisors
New York
$386K +$46K +934 +11%
BAM
54
Baldrige Asset Management
Pennsylvania
$385K +$151K +3,060 +49%
FANJ
55
Financial Architects (New Jersey)
New Jersey
$375K +$204K +4,132 +83%
HR
56
Hardy Reed
Mississippi
$366K +$244K +4,961 +126%
UCFA
57
United Capital Financial Advisors
Texas
$362K +$61.5K +1,248 +17%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$356K +$34.2K +694 +9%
GSIS
59
Global Strategic Investment Solutions
Arizona
$348K +$417K +8,461 New
HHGA
60
Halbert Hargrove Global Advisors
California
$340K +$407K +8,260 New
MPW
61
Monterey Private Wealth
California
$330K +$160K +3,250 +68%
Ameriprise
62
Ameriprise
Minnesota
$320K +$425K +8,636 New
WB
63
Webster Bank
Connecticut
$314K – – –
AAM
64
Autus Asset Management
Arizona
$265K +$122K +2,470 +62%
ODIJL
65
One Day In July LLC
Vermont
$265K +$317K +6,431 New
ACA
66
Affinity Capital Advisors
California
$244K +$276K +5,612 New
AIP
67
Ameritas Investment Partners
Nebraska
$236K +$29.2K +593 +12%
TFCP
68
Twin Focus Capital Partners
Massachusetts
$236K +$282K +5,730 New
CBFP
69
Cedar Brook Financial Partners
Ohio
$233K +$279K +5,658 New
SFS
70
Sowell Financial Services
Arkansas
$196K +$64.6K +1,312 +38%
ST
71
Sageworth Trust
Pennsylvania
$160K -$4.68K -95 -2%
GWM
72
Geneos Wealth Management
Colorado
$158K +$84K +1,706 +78%
JFA
73
JNBA Financial Advisors
Minnesota
$151K +$72.8K +1,477 +67%
MG
74
MilWealth Group
Wisconsin
$125K +$66K +1,339 +79%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$105K – – –
1 2
3
4 5

VSGX Hedge Fund Activity: Q1 2020 in Review

98 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG International Stock ETF (VSGX) for Q1 2020, worth a combined $353M — up 0.97% from $350M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VSGX positions and 8 closed out — a net gain of 24 holders — while 49 added to existing stakes and 6 trimmed.

The largest buyer was Wealthsimple US, opening a new position worth an estimated $19.5M. The largest seller was Prostatis Group, exiting entirely with an estimated $3.09M sold.

  • 98 institutional investors held Vanguard ESG International Stock ETF (VSGX) as of Q1 2020, up from 76 in Q4 2019.
  • Funds reported $353M of Vanguard ESG International Stock ETF stock for Q1 2020, up 0.97% quarter-over-quarter.
  • 32 funds opened new Vanguard ESG International Stock ETF positions in Q1 2020 and 8 closed out, a net change of +24 holders.
  • The largest Vanguard ESG International Stock ETF buyer in Q1 2020 was Wealthsimple US, an estimated $19.5M added.
  • The largest Vanguard ESG International Stock ETF seller in Q1 2020 was Prostatis Group, an estimated $3.09M sold.

Based on aggregated 13F filings for Q1 2020.