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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$126M -$3.61M -75,949 -3%
Creative Planning
2
Creative Planning
Kansas
$48.7M +$7.13M +150,137 +18%
Morgan Stanley
3
Morgan Stanley
New York
$35.2M +$656K +13,803 +2%
UBS Group
4
UBS Group
Switzerland
$24.7M -$3.86M -81,217 -14%
CA
5
Crewe Advisors
Utah
$23.2M +$205K +4,318 +0.9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$21M +$1.23M +25,939 +6%
Goldman Sachs
7
Goldman Sachs
New York
$18.2M +$1.15M +24,166 +7%
Bank of America
8
Bank of America
North Carolina
$16.4M -$9.05M -190,532 -36%
SCM
9
SCS Capital Management
Massachusetts
$15.2M -$949K -19,977 -6%
FFN
10
Focus Financial Network
Minnesota
$14.7M -$869K -18,280 -6%
RWM
11
Refined Wealth Management
Utah
$12.1M +$472K +9,941 +4%
ST
12
Spinnaker Trust
Maine
$12M -$1.29M -27,149 -10%
Ameriprise
13
Ameriprise
Minnesota
$11.8M +$826K +17,385 +8%
PIC
14
Platt Investment Counsel
Florida
$9.96M +$137K +2,880 +1%
SA
15
Stewardship Advisors
Pennsylvania
$9.46M +$39.9K +839 +0.4%
Betterment LLC
16
Betterment LLC
New York
$9.39M -$804K -16,909 -8%
Franklin Resources
17
Franklin Resources
California
$9.23M +$8.92M +187,605 New
Cerity Partners
18
Cerity Partners
New York
$9.09M +$5.41M +113,888 +230%
AIA
19
Angeles Investment Advisors
California
$8.34M +$5.76M +121,250 +252%
FWI
20
Facet Wealth Inc
Maryland
$8.27M -$1.08M -22,784 -13%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$7.95M -$44.3K -932 -0.6%
FTUS
22
Flow Traders U.S.
New York
$7.84M +$1.15M +24,264 +18%
BTW
23
Boston Trust Walden
Massachusetts
$7.67M -$545K -11,475 -7%
HDIM
24
Hanson & Doremus Investment Management
Vermont
$7.27M +$1.66M +34,861 +31%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$7.18M +$3.3M +69,420 +91%

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.