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Vanguard ESG International Stock ETF

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: 184193 (+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: 54 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
151
Wealthcare Capital Management
Virginia
$223K +$3.13K +49 +1%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$221K
CCWA
153
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$218K +$217K +3,405 New
CIAS
154
Capital Investment Advisory Services
North Carolina
$213K -$6.39K -100 -3%
DY
155
Dowling & Yahnke
California
$213K +$212K +3,323 New
TIM
156
Tortoise Investment Management
New York
$177K +$29.9K +469 +20%
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$161K +$29.1K +455 +22%
HI
158
Harbour Investments
Wisconsin
$159K +$138K +2,165 +685%
CFGS
159
Concourse Financial Group Securities
Alabama
$156K
EWM
160
Elmwood Wealth Management
California
$148K
Citigroup
161
Citigroup
New York
$134K +$31K +485 +30%
RIM
162
Rockbridge Investment Management
New York
$131K
SB
163
Strategic Blueprint
Georgia
$131K +$130K +2,040 New
CF
164
Centaurus Financial
California
$119K +$894 +14 +0.8%
FCM
165
Firestone Capital Management
Florida
$119K +$58.9K +922 +98%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$105K
RBC
167
Roble Belko & Company
Pennsylvania
$91K +$27.5K +431 +44%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$71K
AWM
169
AllSquare Wealth Management
New York
$61K
VNA
170
Valley National Advisers
Pennsylvania
$61K +$60.6K +949 New
SBL
171
Sargent Bickham Lagudis
Colorado
$59K
CAAS
172
Capital Asset Advisory Services
Michigan
$59K +$9K +141 +18%
TWM
173
Tradition Wealth Management
Minnesota
$57K +$57.2K +896 New
CFA
174
Carroll Financial Associates
North Carolina
$53K +$52.9K +828 New
TWA
175
TCI Wealth Advisors
Arizona
$50K

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.