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Vanguard ESG International Stock ETF
VSGX

315 hedge funds and large institutions have $1.02B invested in Vanguard ESG International Stock ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 134 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 84

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

1% more funds holding

Funds holding: 312 → 315 (+3)

6.74% less ownership

Funds ownership: 33.76% → 27.02% (-6.7%)

15% less capital invested

Capital invested by funds: $1.21B → $1.02B (-$186M)

Holders
315
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.54%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
29
Increased
134
Reduced
84
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MA
Marquette Associates
Illinois
+$10.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$8.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.8M
4
DL
DOHJ LLC
Washington
+$3.21M
5
LWL
Leo Wealth LLC
Texas
+$2.7M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$222M
2
Morgan Stanley
Morgan Stanley
New York
-$32.2M
3
FCG
Financial Connections Group
California
-$3.61M
4
Jane Street
Jane Street
New York
-$3.59M
5
KOC
Koss-Olinger Consulting
Florida
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$243M -$222M -4,001,084 -49%
Creative Planning
2
Creative Planning
Kansas
$66.3M -$2.41M -43,289 -4%
LWL
3
Leo Wealth LLC
Texas
$45.5M +$2.7M +48,481 +7%
Morgan Stanley
4
Morgan Stanley
New York
$28.6M -$32.2M -579,099 -54%
CA
5
Crewe Advisors
Utah
$25.7M -$862K -15,508 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$25.5M -$620K -11,157 -2%
SCM
7
SCS Capital Management
Massachusetts
$20.1M -$503K -9,047 -3%
UBS Group
8
UBS Group
Switzerland
$18.5M +$146K +2,626 +0.8%
Bank of America
9
Bank of America
North Carolina
$16.9M -$198K -3,565 -1%
FWI
10
Facet Wealth Inc
Maryland
$16.1M +$382K +6,865 +3%
RWM
11
Refined Wealth Management
Utah
$15.4M -$242K -4,358 -2%
Cerity Partners
12
Cerity Partners
New York
$14.7M -$436K -7,850 -3%
RJA
13
Raymond James & Associates
Florida
$14.2M +$1.03M +18,529 +8%
ST
14
Spinnaker Trust
Maine
$13.7M -$134K -2,415 -1%
HDIM
15
Hanson & Doremus Investment Management
Vermont
$13.1M +$1.87M +33,644 +17%
BTW
16
Boston Trust Walden
Massachusetts
$12.7M +$995K +17,898 +9%
MA
17
Marquette Associates
Illinois
$11.1M +$10.7M +193,000 New
Ameriprise
18
Ameriprise
Minnesota
$11M +$107K +1,916 +1%
PIC
19
Platt Investment Counsel
Florida
$10.4M -$3.39M -61,054 -25%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$9.96M -$61.4K -1,104 -0.6%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$9.36M +$113K +2,024 +1%
MWM
22
Mission Wealth Management
California
$8.9M +$1.44M +25,834 +20%
FT
23
Fiduciary Trust
Massachusetts
$8.46M – – –
PCIG
24
Partners Capital Investment Group
Massachusetts
$8.37M +$8.1M +145,701 New
AIA
25
Angeles Investment Advisors
California
$8.08M +$213K +3,825 +3%
1
2 3 4 5

VSGX Hedge Fund Activity: Q1 2024 in Review

315 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG International Stock ETF (VSGX) for Q1 2024, worth a combined $1.02B — down 15% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VSGX positions and 25 closed out — a net gain of 4 holders — while 134 added to existing stakes and 84 trimmed.

The largest buyer was Marquette Associates, opening a new position worth an estimated $10.7M. The largest seller was Vanguard Group, cutting an estimated $222M.

  • 315 institutional investors held Vanguard ESG International Stock ETF (VSGX) as of Q1 2024, up from 312 in Q4 2023.
  • Funds reported $1.02B of Vanguard ESG International Stock ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 29 funds opened new Vanguard ESG International Stock ETF positions in Q1 2024 and 25 closed out, a net change of +4 holders.
  • The largest Vanguard ESG International Stock ETF buyer in Q1 2024 was Marquette Associates, an estimated $10.7M added.
  • The largest Vanguard ESG International Stock ETF seller in Q1 2024 was Vanguard Group, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2024.