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Vanguard ESG International Stock ETF
VSGX

193 hedge funds and large institutions have $648M invested in Vanguard ESG International Stock ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 107 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 27

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

5% more funds holding

Funds holding: 184 → 193 (+9)

4% more capital invested

Capital invested by funds: $622M → $648M (+$25.6M)

4.29% less ownership

Funds ownership: 32.61% → 28.32% (-4.3%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
3.36%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
22
Increased
107
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$20M
2
Jane Street
Jane Street
New York
+$8.53M
3
KIM
Karpus Investment Management
New York
+$2.81M
4
Morgan Stanley
Morgan Stanley
New York
+$2.69M
5
ST
Spinnaker Trust
Maine
+$2.45M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$14.1M
2
FFN
Focus Financial Network
Minnesota
-$12.6M
3
FTUS
Flow Traders U.S.
New York
-$6.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.01M
5
MWM
Merriman Wealth Management
Washington
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
MBE Wealth Management
Wisconsin
$879K -$291K -4,561 -25%
AAM
77
Autus Asset Management
Arizona
$871K +$96.7K +1,515 +13%
GSIS
78
Global Strategic Investment Solutions
Arizona
$856K – – –
DJSG
79
D.J. St. Germain
Massachusetts
$839K – – –
AFS
80
Annapolis Financial Services
Maryland
$830K +$826K +12,934 New
RJA
81
Raymond James & Associates
Florida
$826K -$54.3K -850 -6%
NA
82
Nottingham Advisors
New York
$799K – – –
HR
83
Hardy Reed
Mississippi
$781K +$47.1K +737 +6%
BWM
84
BerganKDV Wealth Management
Minnesota
$761K +$77K +1,206 +11%
RA
85
RFG Advisory
Alabama
$759K +$29.3K +459 +4%
KP
86
Keel Point
Alabama
$757K -$37.9K -593 -5%
CPFP
87
Clear Perspectives Financial Planning
Ohio
$719K +$66.7K +1,044 +10%
BAM
88
Baldrige Asset Management
Pennsylvania
$709K +$705K +11,046 New
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$703K +$16.6K +260 +2%
DADC
90
D.A. Davidson & Co
Montana
$698K +$48.3K +756 +7%
BJ
91
Brouwer & Janachowski
California
$697K +$196K +3,076 +40%
V
92
Veritable
Delaware
$692K +$61.3K +960 +10%
BC
93
Bartlett & Co
Ohio
$645K +$3.19K +50 +0.5%
BCWM
94
Bartlett & Co Wealth Management
Ohio
$645K +$3.19K +50 +0.5%
MFA
95
McClarren Financial Advisors
Pennsylvania
$637K +$4.6K +72 +0.7%
LNWWM
96
Laird Norton Wetherby Wealth Management
California
$602K +$115K +1,808 +24%
DWM
97
Dakota Wealth Management
Florida
$558K +$213K +3,330 +62%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$555K +$148K +2,325 +37%
JPLA
99
Joseph P. Lucia & Associates
New York
$532K +$123K +1,926 +30%
ST
100
Sageworth Trust
Pennsylvania
$518K +$111K +1,734 +27%
2 3
4
5 6

VSGX Hedge Fund Activity: Q2 2021 in Review

193 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG International Stock ETF (VSGX) for Q2 2021, worth a combined $648M — up 4.1% from $622M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VSGX positions and 11 closed out — a net gain of 11 holders — while 107 added to existing stakes and 27 trimmed.

The largest buyer was Betterment LLC, opening a new position worth an estimated $20M. The largest seller was Creative Planning, cutting an estimated $14.1M.

  • 193 institutional investors held Vanguard ESG International Stock ETF (VSGX) as of Q2 2021, up from 184 in Q1 2021.
  • Funds reported $648M of Vanguard ESG International Stock ETF stock for Q2 2021, up 4.1% quarter-over-quarter.
  • 22 funds opened new Vanguard ESG International Stock ETF positions in Q2 2021 and 11 closed out, a net change of +11 holders.
  • The largest Vanguard ESG International Stock ETF buyer in Q2 2021 was Betterment LLC, an estimated $20M added.
  • The largest Vanguard ESG International Stock ETF seller in Q2 2021 was Creative Planning, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2021.