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Vanguard ESG International Stock ETF
VSGX

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: 184 → 193 (+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: 5 → 4 (-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
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$20M
2
Jane Street
Jane Street
New York
+$8.53M
3
KIM
Karpus Investment Management
New York
+$2.81M
4
Morgan Stanley
Morgan Stanley
New York
+$2.69M
5
ST
Spinnaker Trust
Maine
+$2.45M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$14.1M
2
FFN
Focus Financial Network
Minnesota
-$12.6M
3
FTUS
Flow Traders U.S.
New York
-$6.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.01M
5
MWM
Merriman Wealth Management
Washington
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$141M +$426K +6,666 +0.3%
UBS Group
2
UBS Group
Switzerland
$29.9M +$1.08M +16,881 +4%
LB
3
Leo Brokerage
Texas
$29.5M +$2.38M +37,277 +9%
PIC
4
Platt Investment Counsel
Florida
$29.4M -$224K -3,504 -0.8%
Morgan Stanley
5
Morgan Stanley
New York
$28.8M +$2.69M +42,094 +10%
Bank of America
6
Bank of America
North Carolina
$26.1M +$1.87M +29,235 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.5M +$1.26M +19,728 +6%
KIM
8
Karpus Investment Management
New York
$20.8M +$2.81M +44,030 +16%
Creative Planning
9
Creative Planning
Kansas
$20.5M -$14.1M -221,111 -41%
Betterment LLC
10
Betterment LLC
New York
$20.1M +$20M +313,571 New
ST
11
Spinnaker Trust
Maine
$15.3M +$2.45M +38,320 +19%
SCM
12
SCS Capital Management
Massachusetts
$15M +$1.56M +24,365 +12%
OWM
13
Orgel Wealth Management
Wisconsin
$13.4M +$529K +8,286 +4%
BTW
14
Boston Trust Walden
Massachusetts
$12M +$601K +9,414 +5%
Jane Street
15
Jane Street
New York
$10.8M +$8.53M +133,639 +377%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$10.2M +$529K +8,289 +6%
CA
17
Crewe Advisors
Utah
$7.4M -$1.85M -28,933 -20%
LSAG
18
Lake Street Advisors Group
New Hampshire
$7.21M +$143K +2,234 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$6.51M +$295K +4,622 +5%
COCM
20
Charter Oak Capital Management
New Hampshire
$6.14M +$1.61M +25,165 +36%
OAJ
21
Ogorek Anthony Joseph
New York
$6.09M +$46.1K +722 +0.8%
CA
22
Cambridge Associates
Massachusetts
$5.5M -$547K -8,562 -9%
DPI
23
Diversified Portfolios Inc
Michigan
$5.32M – – –
NIM
24
Northeast Investment Management
Massachusetts
$5.19M +$1.41M +22,126 +38%
Ameriprise
25
Ameriprise
Minnesota
$5.04M +$678K +10,616 +16%
1
2 3 4 5

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.