Stocks / ETF
VGKETF
FollowFollowingUnfollowVanguard FTSE Europe ETF
$88.061d +0.6%5d +1.7%settled close · 2026-11-02
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Mkt cap $32B (11/2)β 0.7752w $85–93Shares 362.7MNYSE Arca since 2005
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Who said what, and what VGK did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talking about VGK
30 long15 shortlatest 2026-10-26
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-26 | Unknown | Bearish | Fox Business (uncut) | Euro Stoxx 600 returned only 30% vs S&P 500's 70% over five years because Europe has no meaningful AI sector… |
| 2026-10-19 | Andrew SheetsGlobal Head of Fixed Income Research, Morgan Stanley | Bullish | Bloomberg TV (uncut) | European equities still have upside driven by strong earnings growth and a markedly more profitable banking… |
| 2026-10-16 | Dirk WillerGlobal Head of Macro Strategy & Asset Allocation, Citi Research | Bearish | The Meb Faber Show | Europe lacks AI exposure, is more vulnerable to energy shocks, faces an ECB potentially overtightening… |
| 2026-10-15 | Jon HirtleFounder & Executive Chairman, Hirtle & Co. | Bullish | Bloomberg The Close | European equities screen as attractively valued on price-to-cash-flow metrics relative to the AI-heavy US… |
| 2026-10-05 | Rupert MitchellFounder, Blind Squirrel Macro | Bullish | Wealthion | Populist political pressure across Europe is a fiscal accelerant, not a structural break — Europe has far… |
| 2026-10-02 | Aidan GarribHead of Global Macro Strategy & Research, PGM Global | Bearish | Forward Guidance | Europe has no AI exposure, is losing export market share to Japan, faces ECB hiking into a supply shock, and… |
| 2026-09-22 | Stefan HoopsCEO, DWS Group | Bullish | Bloomberg The Close | Germany and Europe have shifted from unrealized potential to active structural reform implementation, with… |
| 2026-09-17 | David RosenbergEconomist — Rosenberg Research | Bullish | Excess Returns | European stock markets are evenly balanced across all sectors without the 40%-in-one-sector concentration… |
| 2026-08-26 | Sir Paul MarshallCo-Founder & Co-CIO, Marshall Wace | Bearish | In Good Company | Europe is over-regulated with bureaucrats in control, no meaningful innovation adoption, and the world's… |
| 2026-07-13 | Scott GallowayNYU Stern professor & podcast host | Bullish | Prof G Pod (Galloway) | Europe has been left for dead by investors creating a classic contrarian entry point, analogous to distressed… |
Show all 45 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-06-17 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | European stock markets are severely underweight technology relative to the US, so they offer genuine… |
| 2026-04-20 | David WooIndependent macro strategist (ex-BofA) | Bearish | interview | Europe loses in both scenarios: war escalation means higher oil prices hitting the more import-dependent… |
| 2026-01-30 | Russell NapierMarket strategist & financial historian | Bullish | Meb Faber | European equity markets are cheap relative to US equities and stand to benefit from even a small reweighting… |
| 2026-01-22 | Larry FinkChairman/CEO, BlackRock | Bullish | Bloomberg Podcasts | Europe is beginning to build unified capital markets and take more responsibility for defense, which Fink… |
| 2026-01-22 | Larry FinkChairman/CEO, BlackRock | Bullish | Bloomberg Podcasts | Europe is finally undertaking structural reforms — unified capital markets (Lagarde's push) and higher… |
| 2025-11-17 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | interview | Dollar weakness versus the euro amplifies returns for US-based investors in European stocks, making them… |
| 2025-11-14 | Philippe LaffontFounder & CIO, Coatue Management | Bearish | CNBC Television | Europe cannot compete in AI because capital is diverted to energy and defense, political fragmentation… |
| 2025-09-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Euro appreciation versus the dollar magnifies returns for US investors, and European markets have not yet… |
| 2025-08-27 | Alfonso PeccatielloFounder, The Macro Compass | Bullish | Forward Guidance | Eastern European equity markets have delivered ~40% annualized returns over five years (matching or beating… |
| 2025-07-02 | Marko PapicGeopolitical macro strategist | Bullish | Wealthion | Europe faces a 18-24 month tsunami of LNG supply that will dramatically lower industrial energy costs… |
| 2025-06-09 | David RosenbergEconomist — Rosenberg Research | Bullish | Wealthion | Europe offers better valuations, a strengthening currency, an ECB cutting rates with inflation already below… |
| 2025-05-14 | David EinhornFounder, Greenlight Capital | Bullish | CNBC Television | Net long exposure concentrated in Europe because European markets offered better relative value and… |
| 2025-04-17 | Le ShrubCIO, family office (Monaco) | Bullish | Hidden Forces | Trillions of repatriating European pension capital combined with Germany's trillion-euro fiscal expansion… |
| 2025-04-15 | Jim BiancoMacro strategist — Bianco Research | Bullish | Wealthion | European valuations (PE 10-12) are roughly half US levels (CAPE 37), European governments are increasing… |
| 2025-04-03 | Peter BoockvarCIO, OnePoint BFG Wealth Partners | Bullish | Wealthion | Meaningful fiscal spending on defense and German infrastructure, rotation of global capital away from Mag 7… |
| 2025-03-27 | Nomi PrinsFounder, Prinsights Global | Bullish | Wealthion | European indices are outperforming US equities because they are more diversified by company size, carry less… |
| 2025-03-26 | Le ShrubCIO, family office (Monaco) | Bullish | Forward Guidance | The Zelensky-Trump meeting shocked Germany into removing its debt brake for the first time since 1990 and… |
| 2025-03-26 | Marko PapicGeopolitical macro strategist | Bullish | Mauldin Economics | Safe-haven flows that rotated out of Europe into US big-tech during Ukraine war will unwind on settlement… |
| 2025-03-20 | Mohamed El-ErianChief economic adviser, Allianz | Bearish | Forward Guidance | Europe's 'Sputnik moment' fiscal shift is a real paradigm change but the market has overpriced the speed of… |
| 2025-03-12 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bullish | The Compound | Germany's fiscal spending binge and NATO/Ukraine watershed moment provide a real, fundamental catalyst for… |
| 2025-03-05 | Jeff deGraafFounder & Chairman, Renaissance Macro Research | Bullish | Forward Guidance | European equities look technically exceptional, with banks — historically called uninvestable — now leading… |
| 2025-02-12 | Andreas Steno LarsenFounder & CEO, Steno Research | Bullish | Forward Guidance | Europe has been the best-performing equity market globally since early 2025 because reciprocal tariff… |
| 2025-01-17 | Sven HenrichFounder, NorthmanTrader | Bullish | Wealthion | UK and German equity multiples are significantly lower than US valuations, reducing drawdown risk and… |
| 2025-01-09 | Mohamed El-ErianChief economic adviser, Allianz | Bearish | Walker & Dunlop | Europe is stuck in a low-growth equilibrium with collapsed leadership, underinvestment in AI and… |
| 2024-12-21 | Felix ZulaufFounder, Zulauf Consulting | Bearish | Wealthion | Europe's mercantilist export model is incompatible with rising nationalism; extreme green-energy policies… |
| 2024-11-08 | Katie StocktonTechnical strategist — Fairlead | Bearish | The Compound | European benchmark indices have already resolved a distribution phase to the downside, diverging from the US… |
| 2024-10-02 | Geo ChenAuthor, Fidenza Macro | Bullish | Wealthion | European equities are cheap relative to S&P 500 and Nasdaq and rarely benefit from simultaneous US and China… |
| 2024-09-04 | Eric WallersteinChief Macro Strategist, Clocktower Group | Bearish | Forward Guidance | European manufacturing is being obliterated by Chinese export dumping, fiscal consolidation is removing the… |
| 2023-09-18 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bearish | Bloomberg Television | Eurozone and UK face stagflation — simultaneous inflation and recession — making them worse than the US on a… |
| 2022-10-20 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bearish | CNBC Events | Natural gas prices at roughly 300 oil-equivalent, combined with monetary tightening across Europe, make… |
| 2022-07-28 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bearish | Louis-Vincent Gave | Europe's energy crisis will produce supply chain dislocations this winter, potential GDP collapse, and a… |
| 2022-03-01 | Mark MobiusEM investor — ex-Franklin Templeton | Bearish | CNBC International Live | Europe is directly exposed to escalating Russian aggression and investors who are not diversified away from… |
| 2020-02-14 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | CNBC Television | Same global liquidity and monetary stimulus thesis driving equities broadly extends to European markets |
| 2017-06-20 | David RosenbergEconomist — Rosenberg Research | Bullish | CNBC | German DAX already up ~16% YTD in USD terms as a cyclical reflation trade, with potential structural upside… |
| 2014-07-02 | Meb FaberCo-founder & CIO, Cambria | Bullish | Talks at Google | Most of Europe trades at CAPE ratios well below the US and historical averages, and as crisis-era news flow… |
1 new mention of VGK this week is not on this page yet. Follow it free and new calls come to you in The Brief, the free morning email. Free pages update a week later.
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The options tape
Notable options days
Sessions in the last 120 where VGK’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 12 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
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+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
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