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Aspiriant LLC’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Aspiriant LLC’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
2023
Q1 		– Sell
-13,723
Closed -$675K – 294
2022
Q4 		$675K Buy
13,723
+5,975
+77% +$284K 0.03% 154
2022
Q3 		$337K Buy
+7,748
New +$377K 0.02% 198

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
LB
Leo Brokerage Hurst, Texas $876M AUM
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
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
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Aspiriant LLC's VSGX Position: Q1 2023 in Review

Aspiriant LLC sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2023, closing a stake of 13,723 shares — an estimated $675K sold.

Aspiriant LLC first reported a position in VSGX in Q3 2022 and held it in 2 quarters. The position peaked at $675K in Q4 2022. 286 funds tracked by Wall St. Rank hold VSGX as of Q1 2023.

  • Aspiriant LLC reported no remaining Vanguard ESG International Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Aspiriant LLC sold 13,723 Vanguard ESG International Stock ETF shares in Q1 2023, an estimated $675K.
  • Aspiriant LLC first reported a position in Vanguard ESG International Stock ETF in Q3 2022 and held it in 2 quarters.
  • Aspiriant LLC's Vanguard ESG International Stock ETF position peaked at $675K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2023.

Based on Aspiriant LLC's 13F filing for Q1 2023, filed 27 Apr 2023.