AE Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

AE Wealth Management’s Portfolio VSGX Stock Details VSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$126K	Buy	1,753 +173	+11%	+$13K	﹤0.01%	1732
2025 Q4	$113K	Buy	1,580 +972	+160%	+$68.6K	﹤0.01%	1663
2025 Q3	$42.2K	Buy	608 +543	+835%	+$36.5K	﹤0.01%	1752
2025 Q2	$4.26K	Hold	65	–	–	﹤0.01%	1971
2025 Q1	$3.83K	Hold	65	–	–	﹤0.01%	1970
2024 Q4	$3.69K	Buy	+65	New	+$3.84K	﹤0.01%	1943
2021 Q4	–	Sell	-4,402	Closed	-$272K	–	1799
2021 Q3	$272K	Buy	4,402 +103	+2%	+$6.57K	﹤0.01%	1403
2021 Q2	$276K	Buy	4,299 +415	+11%	+$26.5K	﹤0.01%	1377
2021 Q1	$238K	Buy	+3,884	New	+$239K	﹤0.01%	1342

Other funds holding VSGX

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $134M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

AE Wealth Management's VSGX Position: Q1 2026 in Review

AE Wealth Management increased its Vanguard ESG International Stock ETF (VSGX) stake by 11% in Q1 2026, buying an estimated $13K and bringing the position to 1,753 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

AE Wealth Management first reported a position in VSGX in Q1 2021 and has held it in 9 quarters since. The position peaked at $276K in Q2 2021. 437 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

AE Wealth Management held 1,753 shares of Vanguard ESG International Stock ETF worth $126K as of Q1 2026.
AE Wealth Management bought 173 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $13K.
Vanguard ESG International Stock ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1732 holding.
AE Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q1 2021 and has held it in 9 quarters since.
AE Wealth Management's Vanguard ESG International Stock ETF position peaked at $276K in Q2 2021.
437 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.