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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$148M +$12.7M +199,617 +9%
Creative Planning
2
Creative Planning
Kansas
$41.7M +$22.7M +355,700 +111%
Morgan Stanley
3
Morgan Stanley
New York
$31.8M +$4.21M +66,062 +15%
LB
4
Leo Brokerage
Texas
$29.3M +$952K +14,933 +3%
UBS Group
5
UBS Group
Switzerland
$28.8M -$54.3K -851 -0.2%
PIC
6
Platt Investment Counsel
Florida
$28.6M +$392K +6,139 +1%
CA
7
Crewe Advisors
Utah
$27.8M +$21.3M +334,372 +290%
Bank of America
8
Bank of America
North Carolina
$27.2M +$2.16M +33,906 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$24.2M +$3.63M +56,851 +17%
KIM
10
Karpus Investment Management
New York
$22.3M +$2.31M +36,157 +11%
Jane Street
11
Jane Street
New York
$17.7M +$7.51M +117,725 +70%
ST
12
Spinnaker Trust
Maine
$16.4M +$1.73M +27,135 +11%
SCM
13
SCS Capital Management
Massachusetts
$16.2M +$1.86M +29,218 +13%
Betterment LLC
14
Betterment LLC
New York
$15.9M -$3.55M -55,701 -18%
OWM
15
Orgel Wealth Management
Wisconsin
$13.2M +$254K +3,985 +2%
Citadel Advisors
16
Citadel Advisors
Florida
$12M +$12.4M +194,869 New
BTW
17
Boston Trust Walden
Massachusetts
$11.8M +$236K +3,700 +2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$9.87M +$65.6K +1,028 +0.6%
COCM
19
Charter Oak Capital Management
New Hampshire
$6.61M +$722K +11,318 +12%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.53M +$281K +4,401 +4%
Ameriprise
21
Ameriprise
Minnesota
$6.27M +$1.47M +23,041 +29%
OAJ
22
Ogorek Anthony Joseph
New York
$5.89M +$23.6K +370 +0.4%
CA
23
Cambridge Associates
Massachusetts
$5.59M +$302K +4,735 +6%
DPI
24
Diversified Portfolios Inc
Michigan
$5.52M +$413K +6,477 +8%
HDIM
25
Hanson & Doremus Investment Management
Vermont
$5.29M +$3.69M +57,801 +208%

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.