VSGX Institutional Ownership
Vanguard ESG International Stock ETF
1W: -0.9%
1M: -1.9%
3M: -1.3%
YTD: +12.2%
1Y: +18.0%
3Y: +74.8%
5Y: +46.6%
$81.49
+1.07 (+1.33%)
Weekly Expected Move ±2.2%
$78
$80
$81
$83
$85
Overview
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Holdings
Changes
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Institutional Ownership — VSGX
503
Institutional Holders
+37 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
70
New Positions
195
Increased
152
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (530 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD ADVISERS INC | 4,128,548 | 336M | +105,807 | +2.6% | 2Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,620,723 | 132M | +41,042 | +2.6% | 29Q | SEC ↗ |
| 3 | Creative Planning | 1,598,757 | 130M | +25,715 | +1.6% | 29Q | SEC ↗ |
| 4 | KB Prvo drustvo za upravuvanje so zado NEW | 927,845 | 76M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Leo Wealth, LLC | 693,587 | 57M | -147,404 | -17.5% | 10Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 616,353 | 50M | +43,910 | +7.7% | 32Q | SEC ↗ |
| 7 | Harpswell Capital Advisors, LLC | 571,525 | 47M | -1,775 | -0.3% | 4Q | SEC ↗ |
| 8 | IMA Advisory Services, Inc. | 483,384 | 39M | +3,908 | +0.8% | 4Q | SEC ↗ |
| 9 | Boston Trust Walden Corp | 460,280 | 38M | +62,854 | +15.8% | 23Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 455,867 | 37M | +14,336 | +3.2% | 7Q | SEC ↗ |
| 11 | SCS Capital Management LLC | 432,269 | 35M | -6,774 | -1.5% | 29Q | SEC ↗ |
| 12 | Prime Buchholz LLC | 318,254 | 26M | +30,406 | +10.6% | 7Q | SEC ↗ |
| 13 | Facet Wealth, Inc. | 313,891 | 26M | -2,167 | -0.7% | 21Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 311,309 | 25M | -510 | -0.2% | 16Q | SEC ↗ |
| 15 | Apella Capital, LLC | 305,254 | 25M | +1,140 | +0.4% | 13Q | SEC ↗ |
| 16 | Cerity Partners LLC | 268,473 | 22M | +11,046 | +4.3% | 19Q | SEC ↗ |
| 17 | Sellwood Investment Partners LLC | 257,549 | 21M | -16,466 | -6.0% | 7Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 246,124 | 20M | -2,383 | -1.0% | 22Q | SEC ↗ |
| 19 | NORTHSTAR ASSET MANAGEMENT INC | 244,109 | 20M | +59,820 | +32.5% | 3Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 243,546 | 20M | -2,200 | -0.9% | 15Q | SEC ↗ |
| 21 | Hanson & Doremus Investment Management | 238,759 | 19M | -6,810 | -2.8% | 29Q | SEC ↗ |
| 22 | UBS Group AG | 235,260 | 19M | +6,655 | +2.9% | 30Q | SEC ↗ |
| 23 | Angeles Investment Advisors, LLC | 234,590 | 19M | +61,982 | +35.9% | 17Q | SEC ↗ |
| 24 | Evelyn Partners Group Ltd NEW | 226,203 | 18M | — | +0.0% | 1Q | SEC ↗ |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | 221,149 | 18M | +133,852 | +153.3% | 23Q | SEC ↗ |
| 26 | Beacon Pointe Advisors, LLC | 220,509 | 18M | +26,183 | +13.5% | 25Q | SEC ↗ |
| 27 | LifeGuide Financial Advisors, LLC | 200,730 | 16M | +4,972 | +2.5% | 14Q | SEC ↗ |
| 28 | Mariner, LLC | 200,454 | 16M | +10,707 | +5.6% | 18Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 195,053 | 16M | +27,721 | +16.6% | 19Q | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 190,573 | 16M | +12,409 | +7.0% | 26Q | SEC ↗ |
| 31 | MISSION WEALTH MANAGEMENT, LP | 169,253 | 14M | +22,510 | +15.3% | 16Q | SEC ↗ |
| 32 | LPL Financial LLC | 164,872 | 13M | +14,866 | +9.9% | 23Q | SEC ↗ |
| 33 | Charter Oak Capital Management, LLC | 157,138 | 13M | -41 | -0.0% | 22Q | SEC ↗ |
| 34 | SPINNAKER TRUST | 156,368 | 13M | -7,815 | -4.8% | 25Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 153,237 | 12M | -8,886 | -5.5% | 25Q | SEC ↗ |
| 36 | Joel Adams & Associates, Inc. | 144,564 | 12M | +1,945 | +1.4% | 7Q | SEC ↗ |
| 37 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 139,089 | 11M | -18,520 | -11.8% | 31Q | SEC ↗ |
| 38 | Fiduciary Trust Co | 135,607 | 11M | -1,096 | -0.8% | 16Q | SEC ↗ |
| 39 | GOLDMAN SACHS GROUP INC | 134,564 | 11M | +19,090 | +16.5% | 15Q | SEC ↗ |
| 40 | ST GERMAIN D J CO INC | 134,393 | 11M | +560 | +0.4% | 13Q | SEC ↗ |
| 41 | Financial Connections Group, Inc. | 133,556 | 11M | +4,640 | +3.6% | 8Q | SEC ↗ |
| 42 | Crewe Advisors LLC | 132,891 | 11M | -5 | -0.0% | 27Q | SEC ↗ |
| 43 | Orgel Wealth Management, LLC | 124,727 | 10M | -1,372 | -1.1% | 28Q | SEC ↗ |
| 44 | SageView Advisory Group, LLC | 123,020 | 10M | +1,698 | +1.4% | 11Q | SEC ↗ |
| 45 | MAI Capital Management | 120,424 | 10M | +115,433 | +2312.8% | 7Q | SEC ↗ |
| 46 | Garde Capital, Inc. | 120,137 | 10M | -5,347 | -4.3% | 26Q | SEC ↗ |
| 47 | TIAA TRUST, NATIONAL ASSOCIATION NEW | 119,742 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Leith Wheeler Investment Counsel Ltd. NEW | 110,347 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Diversified Portfolios, Inc. | 105,950 | 9M | -13,370 | -11.2% | 28Q | SEC ↗ |
| 50 | Composition Wealth, LLC | 104,488 | 9M | +306 | +0.3% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| KB Prvo drustvo za upravuvanje so z | 927,845 | 76M |
| Evelyn Partners Group Ltd | 226,203 | 18M |
| TIAA TRUST, NATIONAL ASSOCIATION | 119,742 | 10M |
| Leith Wheeler Investment Counsel Lt | 110,347 | 9M |
| Promethos Capital, LLC | 76,387 | 6M |
| HRT FINANCIAL LP | 54,584 | 4M |
| CGC Financial Services, LLC | 46,915 | 4M |
| CIBC Bancorp USA Inc. | 42,419 | 3M |
| Prospera Capital Management, LLC | 32,087 | 3M |
| Channing Global Advisors, LLC | 29,645 | 2M |
| Dundas Partners LLP | 29,645 | 2M |
| Colter Lewis Investment Partners LL | 29,325 | 2M |
| Noble Wealth Partners LLC | 11,663 | 950K |
| BASSO CAPITAL MANAGEMENT, L.P. | 11,626 | 947K |
| Scott Capital Advisors, LLC | 9,247 | 754K |
| XY Planning Network, Inc. | 6,724 | 548K |
| BRAVE ASSET MANAGEMENT INC | 6,185 | 504K |
| Odyssey Group, LLC | 6,007 | 490K |
| Vantus Wealth LLC | 5,421 | 442K |
| Global Retirement Partners, LLC | 4,828 | 393K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 217,098 | 18M |
| EVOKE WEALTH, LLC | 114,262 | 9M |
| JANE STREET GROUP, LLC | 65,168 | 5M |
| Brooklyn FI, LLC | 43,224 | 4M |
| Quadrature Capital Ltd | 19,081 | 2M |
| RFG Advisory, LLC | 13,222 | 1M |
| Independent Advisor Alliance | 12,930 | 1M |
| Fiduciary Wealth Partners, LLC | 12,760 | 1M |
| HUB Investment Partners, LLC | 4,944 | 403K |
| Archer Investment Management, LLC | 4,012 | 327K |
| Atria Investments, Inc | 3,278 | 267K |
| RENAISSANCE TECHNOLOGIES LLC | 3,100 | 253K |
| Van Hulzen Asset Management, LLC | 2,929 | 239K |
| GTS SECURITIES LLC | 2,928 | 239K |
| TWO SIGMA SECURITIES, LLC | 2,926 | 238K |
| Keudell/Morrison Wealth Management | 2,883 | 235K |
| Navalign, LLC | 2,230 | 182K |
| FIFTH THIRD BANCORP | 2,100 | 171K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,634 | 133K |
| RED LIGHTHOUSE INVESTMENT MANAGEMEN | 1,590 | 130K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | +133,852 | +153.3% | 221,149 |
| MAI Capital Management | +115,433 | +2312.8% | 120,424 |
| VANGUARD ADVISERS INC | +105,807 | +2.6% | 4,128,548 |
| Boston Trust Walden Corp | +62,854 | +15.8% | 460,280 |
| Angeles Investment Advisors, LLC | +61,982 | +35.9% | 234,590 |
| NORTHSTAR ASSET MANAGEMENT INC | +59,820 | +32.5% | 244,109 |
| ROYAL BANK OF CANADA | +43,910 | +7.7% | 616,353 |
| MORGAN STANLEY | +41,042 | +2.6% | 1,620,723 |
| Prime Buchholz LLC | +30,406 | +10.6% | 318,254 |
| Ballentine Partners, LLC | +30,136 | +150.5% | 50,166 |
| JONES FINANCIAL COMPANIES LLLP | +27,721 | +16.6% | 195,053 |
| FFT WEALTH MANAGEMENT LLC | +27,530 | +100.5% | 54,924 |
| Beacon Pointe Advisors, LLC | +26,183 | +13.5% | 220,509 |
| Creative Planning | +25,715 | +1.6% | 1,598,757 |
| MISSION WEALTH MANAGEMENT, LP | +22,510 | +15.3% | 169,253 |
| Savant Capital, LLC | +20,805 | +79.7% | 46,910 |
| OSAIC HOLDINGS, INC. | +20,080 | +120.3% | 36,776 |
| GOLDMAN SACHS GROUP INC | +19,090 | +16.5% | 134,564 |
| Westfuller Advisors, LLC | +16,131 | +25.0% | 80,589 |
| FMR LLC | +15,602 | +74.6% | 36,506 |