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Vanguard ESG International Stock ETF
VSGX

166 hedge funds and large institutions have $587M invested in Vanguard ESG International Stock ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 6

420% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 15

27% more funds holding

Funds holding: 131 → 166 (+35)

8% more capital invested

Capital invested by funds: $543M → $587M (+$44.2M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6.87% less ownership

Funds ownership: 44.13% → 37.26% (-6.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $267K

Holders
166
Holders Change
+35
Holders Change %
+26.72%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
43
Increased
78
Reduced
15
Closed
6
Calls
–
Puts
$267K
Net Calls
-$267K
Net Calls Change
-$267K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$68.4M
2
KIM
Karpus Investment Management
New York
+$15M
3
Morgan Stanley
Morgan Stanley
New York
+$7.59M
4
Creative Planning
Creative Planning
Kansas
+$4.6M
5
BTW
Boston Trust Walden
Massachusetts
+$4.18M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$193M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.6M
3
PG
Prostatis Group
Maryland
-$2.21M
4
FTUS
Flow Traders U.S.
New York
-$1.8M
5
TA
Tiedemann Advisors
New York
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
126
Resonant Capital Advisors
Wisconsin
$225K +$210K +3,794 New
LW
127
Linscomb Wealth
Texas
$223K +$208K +3,755 New
JPLA
128
Joseph P. Lucia & Associates
New York
$217K +$203K +3,665 New
JIC
129
Johnson Investment Counsel
Ohio
$216K +$202K +3,648 New
CFA
130
Capstone Financial Advisors
Illinois
$215K +$201K +3,624 New
ECG
131
Edge Capital Group
Georgia
$215K +$201K +3,624 New
BSW
132
Buckingham Strategic Wealth
Missouri
$215K +$201K +3,636 New
CG
133
Caprock Group
Idaho
$213K +$200K +3,601 New
WCM
134
Wealthcare Capital Management
Virginia
$209K +$195K +3,527 New
MG
135
MilWealth Group
Wisconsin
$206K +$443 +8 +0.2%
CIBC World Market
136
CIBC World Market
Ontario, Canada
$201K +$188K +3,395 New
EI
137
Ellevest Inc
New York
$196K +$4.21K +76 +2%
CIAS
138
Capital Investment Advisory Services
North Carolina
$158K +$147K +2,660 New
CFGS
139
Concourse Financial Group Securities
Alabama
$144K – – –
VFA
140
Valeo Financial Advisors
Indiana
$138K +$4.93K +89 +4%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$128K -$5.54K -100 -5%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K – – –
RIM
143
Rockbridge Investment Management
New York
$121K +$5.32K +96 +5%
TIM
144
Tortoise Investment Management
New York
$120K +$7.48K +135 +7%
LFG
145
Larson Financial Group
Missouri
$109K +$18.1K +327 +22%
CF
146
Centaurus Financial
California
$109K +$102K +1,843 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$105K – – –
ST
148
Smithfield Trust
Pennsylvania
$76K – – –
TIAM2
149
Tru Independence Asset Management 2
Oregon
$71K +$66K +1,191 New
SBL
150
Sargent Bickham Lagudis
Colorado
$54K +$9.97K +180 +24%
3 4 5
6
7

VSGX Hedge Fund Activity: Q4 2020 in Review

166 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG International Stock ETF (VSGX) for Q4 2020, worth a combined $587M — up 8.1% from $543M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VSGX positions and 6 closed out — a net gain of 37 holders — while 78 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $68.4M. The largest seller was Vanguard Group, cutting an estimated $193M.

  • 166 institutional investors held Vanguard ESG International Stock ETF (VSGX) as of Q4 2020, up from 131 in Q3 2020.
  • Funds reported $587M of Vanguard ESG International Stock ETF stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 43 funds opened new Vanguard ESG International Stock ETF positions in Q4 2020 and 6 closed out, a net change of +37 holders.
  • The largest Vanguard ESG International Stock ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $68.4M added.
  • The largest Vanguard ESG International Stock ETF seller in Q4 2020 was Vanguard Group, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2020.