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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

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

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$122M -$193M -3,486,433 -63%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$74.2M +$68.4M +1,233,865 +6,938%
WU
3
Wealthsimple US
New York
$29M +$1.37M +24,745 +5%
PIC
4
Platt Investment Counsel
Florida
$26.9M +$25.1M +453,139 New
Creative Planning
5
Creative Planning
Kansas
$26.2M +$4.6M +83,063 +23%
LB
6
Leo Brokerage
Texas
$22.5M +$3.26M +58,787 +18%
Bank of America
7
Bank of America
North Carolina
$19.7M +$1.85M +33,441 +11%
UBS Group
8
UBS Group
Switzerland
$19.7M +$3.74M +67,584 +26%
Morgan Stanley
9
Morgan Stanley
New York
$18.3M +$7.59M +136,954 +79%
KIM
10
Karpus Investment Management
New York
$16M +$15M +270,085 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13M +$474K +8,554 +4%
OWM
12
Orgel Wealth Management
Wisconsin
$11.9M +$98.4K +1,776 +0.9%
FFN
13
Focus Financial Network
Minnesota
$11.7M +$60.8K +1,097 +0.6%
ST
14
Spinnaker Trust
Maine
$11.5M +$159K +2,872 +2%
SCM
15
SCS Capital Management
Massachusetts
$10.8M -$183K -3,308 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$8.69M +$105K +1,899 +1%
LSAG
17
Lake Street Advisors Group
New Hampshire
$6.49M +$6.04K +109 +0.1%
MWM
18
Merriman Wealth Management
Washington
$6.25M +$1.29M +23,210 +28%
CA
19
Crewe Advisors
Utah
$6.2M +$2.1M +37,867 +57%
OAJ
20
Ogorek Anthony Joseph
New York
$5.57M +$29.8K +538 +0.6%
DPI
21
Diversified Portfolios Inc
Michigan
$5.26M – – –
CA
22
Cambridge Associates
Massachusetts
$4.82M -$1.49M -26,978 -25%
BTW
23
Boston Trust Walden
Massachusetts
$4.47M +$4.18M +75,471 New
Citadel Advisors
24
Citadel Advisors
Florida
$4.17M -$2.6M -47,001 -40%
FT
25
Fiduciary Trust
Massachusetts
$3.47M +$43.1K +777 +1%
1
2 3 4 5

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.