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Vanguard ESG International Stock ETF

274 hedge funds and large institutions have $710M invested in Vanguard ESG International Stock ETF in 2022 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 95 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

17% more capital invested

Capital invested by funds: $605M → $710M (+$105M)

16% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 82

14% more funds holding

Funds holding: 240274 (+34)

5.21% less ownership

Funds ownership: 29.2%23.99% (-5.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
274
Holders Change
+34
Holders Change %
+14.17%
% of All Funds
4.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
61
Increased
95
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
201
Cornerstone Advisors Asset Management
Pennsylvania
$236K +$228K +4,793 New
FCIM
202
Fairview Capital Investment Management
California
$232K +$225K +4,725 New
BFA
203
BBJS Financial Advisors
Washington
$230K +$222K +4,678 New
RCWMU
204
Rothschild & Co Wealth Management (UK)
United Kingdom
$227K -$13.4K -281 -6%
TWI
205
Thomas White International
Illinois
$226K +$70K +1,472 +47%
PFG
206
Pinnacle Financial Group
Illinois
$220K +$213K +4,473 New
MWA
207
Martel Wealth Advisors
Washington
$219K +$211K +4,444 New
ZF
208
Zhang Financial
Michigan
$217K +$209K +4,404 New
PCM
209
Passive Capital Management
Maryland
$215K +$208K +4,370 New
AF
210
Advisornet Financial
Minnesota
$213K +$190 +4 +0.1%
EGWAG
211
Elwood & Goetz Wealth Advisory Group
Georgia
$207K +$200K +4,206 New
TA
212
Trellis Advisors
Washington
$207K +$200K +4,201 New
LC
213
Lindbrook Capital
California
$206K +$115K +2,413 +135%
MG
214
Mather Group
Illinois
$206K +$199K +4,192 New
CFGS
215
Concourse Financial Group Securities
Alabama
$178K +$22.1K +465 +15%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$166K +$48 +1 +0%
TIM
217
Tortoise Investment Management
New York
$155K -$214K -4,510 -59%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$140K
EI
219
Ellevest Inc
New York
$121K +$65K +1,367 +126%
CPA
220
Cardiff Park Advisors
California
$121K
LAM
221
Lakewood Asset Management
Illinois
$115K +$111K +2,330 New
FHA
222
First Horizon Advisors
Tennessee
$84.9K +$665 +14 +0.8%
AWM
223
AllSquare Wealth Management
New York
$81.4K
RLIM
224
Red Lighthouse Investment Management
New York
$78.2K +$75.6K +1,590 New
BSB
225
Bangor Savings Bank
Maine
$76K

VSGX Hedge Fund Activity: Q4 2022 in Review

274 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG International Stock ETF (VSGX) for Q4 2022, worth a combined $710M — up 17% from $605M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VSGX positions and 19 closed out — a net gain of 42 holders — while 95 added to existing stakes and 82 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $8.92M. The largest seller was Bank of America, cutting an estimated $9.05M.

  • 274 institutional investors held Vanguard ESG International Stock ETF (VSGX) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $710M of Vanguard ESG International Stock ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 61 funds opened new Vanguard ESG International Stock ETF positions in Q4 2022 and 19 closed out, a net change of +42 holders.
  • The largest Vanguard ESG International Stock ETF buyer in Q4 2022 was Franklin Resources, an estimated $8.92M added.
  • The largest Vanguard ESG International Stock ETF seller in Q4 2022 was Bank of America, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2022.