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AlTi Global’s Vanguard ESG International Stock ETF VSGX Stock Holding History

AlTi Global’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
2024
Q1 		– Sell
-11,760
Closed -$650K – 400
2023
Q4 		$650K Buy
+11,760
New +$608K 0.02% 221

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

AlTi Global's VSGX Position: Q1 2024 in Review

AlTi Global sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2024, closing a stake of 11,760 shares — an estimated $650K sold.

AlTi Global first reported a position in VSGX in Q4 2023 and held it in 1 quarter. The position peaked at $650K in Q4 2023. 315 funds tracked by Wall St. Rank hold VSGX as of Q1 2024.

  • AlTi Global reported no remaining Vanguard ESG International Stock ETF position as of Q1 2024 after selling out during the quarter.
  • AlTi Global sold 11,760 Vanguard ESG International Stock ETF shares in Q1 2024, an estimated $650K.
  • AlTi Global first reported a position in Vanguard ESG International Stock ETF in Q4 2023 and held it in 1 quarter.
  • AlTi Global's Vanguard ESG International Stock ETF position peaked at $650K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2024.

Based on AlTi Global's 13F filing for Q1 2024, filed 15 May 2024.