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Vanguard ESG International Stock ETF
VSGX

60 hedge funds and large institutions have $280M invested in Vanguard ESG International Stock ETF in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

439% more capital invested

Capital invested by funds: $51.9M → $280M (+$228M)

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

47.38% more ownership

Funds ownership: 16.34% → 63.72% (+47%)

36% more funds holding

Funds holding: 44 → 60 (+16)

Holders
60
Holders Change
+16
Holders Change %
+36.36%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
23
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$212M
2
DPI
Diversified Portfolios Inc
Michigan
+$4.12M
3
OWM
Orgel Wealth Management
Wisconsin
+$3.86M
4
KF
Krilogy Financial
Missouri
+$3.56M
5
SCM
SCS Capital Management
Massachusetts
+$3.48M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$4.32M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.95M
3
Jane Street
Jane Street
New York
-$600K
4
RCS
Retirement Capital Strategies
California
-$366K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$98.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$216M +$212M +4,310,211 +6,230%
OAJ
2
Ogorek Anthony Joseph
New York
$8.14M +$101K +2,049 +1%
SCM
3
SCS Capital Management
Massachusetts
$6.21M +$3.48M +70,925 +129%
CA
4
Cambridge Associates
Massachusetts
$6.09M +$2.49M +50,761 +70%
FTUS
5
Flow Traders U.S.
New York
$5.04M -$4.32M -87,903 -46%
DPI
6
Diversified Portfolios Inc
Michigan
$4.13M +$4.12M +83,848 New
OWM
7
Orgel Wealth Management
Wisconsin
$3.87M +$3.86M +78,542 New
KF
8
Krilogy Financial
Missouri
$3.57M +$3.56M +72,439 New
MWM
9
Merriman Wealth Management
Washington
$2.65M +$1.48M +30,220 +129%
Northern Trust
10
Northern Trust
Illinois
$2.35M – – –
RCS
11
Retirement Capital Strategies
California
$2.3M -$366K -7,459 -14%
HI
12
Human Investing
Oregon
$1.71M +$308K +6,270 +22%
CL
13
CPWM LLC
Washington
$1.61M – – –
Bank of America
14
Bank of America
North Carolina
$1.5M -$73K -1,487 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.14M +$281K +5,711 +33%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.13M -$3.95M -80,390 -78%
BSWM
17
Boston Standard Wealth Management
Massachusetts
$947K -$20.2K -412 -2%
GAM
18
Gould Asset Management
California
$747K +$26.5K +540 +4%
Morgan Stanley
19
Morgan Stanley
New York
$647K +$460K +9,372 +249%
UBS Group
20
UBS Group
Switzerland
$600K +$86.6K +1,763 +17%
HA
21
Harborview Advisors
Maine
$523K +$160K +3,255 +44%
SPIA
22
Strategic Point Investment Advisors
Rhode Island
$523K +$522K +10,620 New
Creative Planning
23
Creative Planning
Kansas
$506K – – –
CG
24
Caprock Group
Idaho
$503K – – –
BC
25
Bartlett & Co
Ohio
$493K – – –
1
2 3

VSGX Hedge Fund Activity: Q3 2019 in Review

60 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG International Stock ETF (VSGX) for Q3 2019, worth a combined $280M — up 439% from $51.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VSGX positions and 2 closed out — a net gain of 16 holders — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Vanguard Group, adding an estimated $212M. The largest seller was Flow Traders U.S., cutting an estimated $4.32M.

  • 60 institutional investors held Vanguard ESG International Stock ETF (VSGX) as of Q3 2019, up from 44 in Q2 2019.
  • Funds reported $280M of Vanguard ESG International Stock ETF stock for Q3 2019, up 439% quarter-over-quarter.
  • 18 funds opened new Vanguard ESG International Stock ETF positions in Q3 2019 and 2 closed out, a net change of +16 holders.
  • The largest Vanguard ESG International Stock ETF buyer in Q3 2019 was Vanguard Group, an estimated $212M added.
  • The largest Vanguard ESG International Stock ETF seller in Q3 2019 was Flow Traders U.S., an estimated $4.32M sold.

Based on aggregated 13F filings for Q3 2019.