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Vanguard ESG International Stock ETF

312 hedge funds and large institutions have $1.21B invested in Vanguard ESG International Stock ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 124 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

41% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 88

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

17% more capital invested

Capital invested by funds: $1.04B → $1.21B (+$173M)

13% more funds holding

Funds holding: 276312 (+36)

1.87% more ownership

Funds ownership: 31.89%33.76% (+1.9%)

Holders
312
Holders Change
+36
Holders Change %
+13.04%
% of All Funds
4.55%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
49
Increased
124
Reduced
88
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$455M +$32.3M +625,485 +8%
Creative Planning
2
Creative Planning
Kansas
$66.2M +$1.08M +20,837 +2%
Morgan Stanley
3
Morgan Stanley
New York
$59.5M +$28.6M +553,777 +106%
LWL
4
Leo Wealth LLC
Texas
$41.5M +$38.4M +743,185 New
CA
5
Crewe Advisors
Utah
$25.6M -$1.57M -30,344 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$25.2M +$87K +1,684 +0.4%
SCM
7
SCS Capital Management
Massachusetts
$19.8M +$1.52M +29,358 +9%
UBS Group
8
UBS Group
Switzerland
$17.7M -$1.57M -30,296 -9%
Bank of America
9
Bank of America
North Carolina
$16.4M -$1.97M -38,152 -11%
RWM
10
Refined Wealth Management
Utah
$15.1M +$512K +9,918 +4%
FWI
11
Facet Wealth Inc
Maryland
$15.1M +$1.55M +29,918 +12%
Cerity Partners
12
Cerity Partners
New York
$14.5M +$11.3M +218,497 +490%
PIC
13
Platt Investment Counsel
Florida
$13.4M +$90.8K +1,757 +0.7%
ST
14
Spinnaker Trust
Maine
$13.3M +$22.6K +438 +0.2%
RJA
15
Raymond James & Associates
Florida
$12.6M +$1.58M +30,555 +15%
BTW
16
Boston Trust Walden
Massachusetts
$11.2M +$2.1M +40,645 +25%
HDIM
17
Hanson & Doremus Investment Management
Vermont
$10.7M +$307K +5,950 +3%
Ameriprise
18
Ameriprise
Minnesota
$10.5M -$1.23M -23,780 -11%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.65M -$176K -3,403 -2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$8.89M -$30.8K -596 -0.4%
FT
21
Fiduciary Trust
Massachusetts
$8.14M +$74K +1,432 +1%
SA
22
Stewardship Advisors
Pennsylvania
$7.7M -$445K -8,611 -6%
AIA
23
Angeles Investment Advisors
California
$7.56M -$1.99M -38,508 -22%
DPI
24
Diversified Portfolios Inc
Michigan
$7.48M +$1.04M +20,079 +17%
COCM
25
Charter Oak Capital Management
New Hampshire
$7.21M +$114K +2,215 +2%

VSGX Hedge Fund Activity: Q4 2023 in Review

312 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG International Stock ETF (VSGX) for Q4 2023, worth a combined $1.21B — up 17% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VSGX positions and 8 closed out — a net gain of 41 holders — while 124 added to existing stakes and 88 trimmed.

The largest buyer was Vanguard Group, adding an estimated $32.3M. The largest seller was Flow Traders U.S., cutting an estimated $59.7M.

  • 312 institutional investors held Vanguard ESG International Stock ETF (VSGX) as of Q4 2023, up from 276 in Q3 2023.
  • Funds reported $1.21B of Vanguard ESG International Stock ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 49 funds opened new Vanguard ESG International Stock ETF positions in Q4 2023 and 8 closed out, a net change of +41 holders.
  • The largest Vanguard ESG International Stock ETF buyer in Q4 2023 was Vanguard Group, an estimated $32.3M added.
  • The largest Vanguard ESG International Stock ETF seller in Q4 2023 was Flow Traders U.S., an estimated $59.7M sold.

Based on aggregated 13F filings for Q4 2023.