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Vanguard ESG International Stock ETF

207 hedge funds and large institutions have $724M invested in Vanguard ESG International Stock ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 109 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 35

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

12% more capital invested

Capital invested by funds: $648M → $724M (+$75.6M)

7% more funds holding

Funds holding: 193207 (+14)

0.22% less ownership

Funds ownership: 28.32%28.1% (-0.22%)

Holders
207
Holders Change
+14
Holders Change %
+7.25%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
26
Increased
109
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
76
Autus Asset Management
Arizona
$938K +$103K +1,621 +12%
Truist Financial
77
Truist Financial
North Carolina
$926K -$1.08K -17 -0.1%
RCS
78
Retirement Capital Strategies
California
$926K
EWA
79
EP Wealth Advisors
California
$926K +$957K +15,000 New
PFO
80
Pathstone Family Office
New Jersey
$921K +$951K +14,918 New
RA
81
RFG Advisory
Alabama
$898K +$172K +2,704 +23%
MCM
82
Maryland Capital Management
Maryland
$850K
MWM
83
MBE Wealth Management
Wisconsin
$846K +$64 +1 +0%
GSIS
84
Global Strategic Investment Solutions
Arizona
$824K
RJA
85
Raymond James & Associates
Florida
$814K +$20.2K +317 +2%
HR
86
Hardy Reed
Mississippi
$776K +$25.2K +395 +3%
NA
87
Nottingham Advisors
New York
$769K
V
88
Veritable
Delaware
$722K +$58.3K +914 +8%
DADC
89
D.A. Davidson & Co
Montana
$708K +$37.4K +587 +5%
CPFP
90
Clear Perspectives Financial Planning
Ohio
$685K -$7.27K -114 -1%
BAM
91
Baldrige Asset Management
Pennsylvania
$673K -$9.38K -147 -1%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$659K -$18.9K -297 -3%
BCWM
93
Bartlett & Co Wealth Management
Ohio
$620K
BC
94
Bartlett & Co
Ohio
$620K
MFA
95
McClarren Financial Advisors
Pennsylvania
$618K +$1.4K +22 +0.2%
LNWWM
96
Laird Norton Wetherby Wealth Management
California
$605K +$26.7K +418 +4%
Wealthfront Advisers
97
Wealthfront Advisers
California
$591K +$611K +9,578 New
JPLA
98
Joseph P. Lucia & Associates
New York
$585K +$75.4K +1,182 +14%
ST
99
Sageworth Trust
Pennsylvania
$584K +$88.3K +1,385 +17%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$564K +$30K +470 +5%

VSGX Hedge Fund Activity: Q3 2021 in Review

207 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG International Stock ETF (VSGX) for Q3 2021, worth a combined $724M — up 12% from $648M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VSGX positions and 9 closed out — a net gain of 17 holders — while 109 added to existing stakes and 35 trimmed.

The largest buyer was Creative Planning, adding an estimated $22.7M. The largest seller was Lake Street Advisors Group, exiting entirely with an estimated $7.21M sold.

  • 207 institutional investors held Vanguard ESG International Stock ETF (VSGX) as of Q3 2021, up from 193 in Q2 2021.
  • Funds reported $724M of Vanguard ESG International Stock ETF stock for Q3 2021, up 12% quarter-over-quarter.
  • 26 funds opened new Vanguard ESG International Stock ETF positions in Q3 2021 and 9 closed out, a net change of +17 holders.
  • The largest Vanguard ESG International Stock ETF buyer in Q3 2021 was Creative Planning, an estimated $22.7M added.
  • The largest Vanguard ESG International Stock ETF seller in Q3 2021 was Lake Street Advisors Group, an estimated $7.21M sold.

Based on aggregated 13F filings for Q3 2021.