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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
CBFP
151
Cedar Brook Financial Partners
Ohio
$244K -$13.8K -216 -5%
CG
152
Caprock Group
Idaho
$236K
OMC
153
Old Mission Capital
Illinois
$233K -$1.13M -17,699 -82%
LW
154
Linscomb Wealth
Texas
$232K
BFA
155
Bragg Financial Advisors
North Carolina
$229K +$237K +3,713 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$224K +$957 +15 +0.4%
KAS
157
Kestra Advisory Services
Texas
$221K +$228K +3,577 New
AFAS
158
Acorn Financial Advisory Services
Virginia
$218K +$225K +3,534 New
VA
159
Valmark Advisers
Ohio
$215K +$222K +3,488 New
DY
160
Dowling & Yahnke
California
$214K +$9.25K +145 +4%
EI
161
Ellevest Inc
New York
$211K -$78.9K -1,237 -27%
CCWA
162
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$210K
TIM
163
Tortoise Investment Management
New York
$171K +$957 +15 +0.5%
CIAS
164
Capital Investment Advisory Services
North Carolina
$167K -$39.9K -625 -19%
CFGS
165
Concourse Financial Group Securities
Alabama
$150K
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$137K -$19.1K -300 -12%
AF
167
Advisornet Financial
Minnesota
$136K +$107K +1,673 +314%
RBC
168
Roble Belko & Company
Pennsylvania
$130K +$44.7K +701 +50%
RIM
169
Rockbridge Investment Management
New York
$126K
FCM
170
Firestone Capital Management
Florida
$119K
CF
171
Centaurus Financial
California
$115K +$446 +7 +0.4%
CFA
172
Carroll Financial Associates
North Carolina
$100K +$51.1K +801 +97%
FHA
173
First Horizon Advisors
Tennessee
$96K +$100K +1,569 New
FA
174
Flagstar Advisors
New York
$93K +$96.4K +1,511 New
HIA
175
Harbor Investment Advisory
Maryland
$79K +$61.2K +960 +305%

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.