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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
CFGS
76
Concourse Financial Group Securities
Alabama
$100K +$47.3K +960 +66%
VFA
77
Valeo Financial Advisors
Indiana
$96K +$20.3K +413 +23%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$68K +$60K +1,218 +296%
ASN
79
Advisory Services Network
Georgia
$67K +$16.2K +329 +25%
WCM
80
Wealthcare Capital Management
Virginia
$56K +$40.1K +815 +152%
ST
81
Smithfield Trust
Pennsylvania
$52K – – –
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$45K +$1.03K +21 +2%
NFG
83
Next Financial Group
Texas
$41K – – –
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$36K +$33.8K +687 +320%
SWM
85
Sugarloaf Wealth Management
Georgia
$35K +$42.3K +858 New
TIM
86
Tortoise Investment Management
New York
$31K +$36.9K +750 New
AA
87
Advisory Alpha
Michigan
$21.9K +$2.46K +50 +11%
PCG
88
Private Capital Group
Connecticut
$21K +$24.6K +500 New
CAAS
89
Capital Asset Advisory Services
Michigan
$20K +$22.9K +465 New
US Bancorp
90
US Bancorp
Minnesota
$19K +$22.7K +460 New
RBC
91
Roble Belko & Company
Pennsylvania
$16K +$18.9K +384 New
SWA
92
Stratos Wealth Advisors
Ohio
$14K +$16.9K +343 New
EI
93
Ellevest Inc
New York
$13K – – –
CT
94
Caldwell Trust
Florida
$12.3K – – –
EIP
95
Ellis Investment Partners
Pennsylvania
$11K +$14.7K +298 New
FCM
96
Firestone Capital Management
Florida
$9K +$11.3K +230 New
APA
97
American Portfolios Advisors
New York
$2.06K +$2.46K +50 New
BBA
98
Braun-Bostich & Associates
Pennsylvania
$2K -$985 -20 -27%
PG
99
Prostatis Group
Maryland
– -$3.09M -57,874 Closed
SPIA
100
Strategic Point Investment Advisors
Rhode Island
– -$671K -12,570 Closed
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.