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

Avior 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
2025
Q2 		– Sell
-4,409
Closed -$260K – 784
2025
Q1 		$260K Buy
4,409
+37
+0.8% +$2.19K 0.01% 585
2024
Q4 		$248K Sell
4,372
-1,361
-24% -$80.4K 0.01% 641
2024
Q3 		$353K Buy
5,733
+34
+0.6% +$2K 0.01% 546
2024
Q2 		$326K Buy
5,699
+3,134
+122% +$179K 0.01% 553
2024
Q1 		$147K Buy
+2,565
New +$143K 0.01% 799

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $254M AUM 11.77% 1-Year Est. Return

Avior Wealth Management's VSGX Position: Q2 2025 in Review

Avior Wealth Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2025, closing a stake of 4,409 shares — an estimated $260K sold.

Avior Wealth Management first reported a position in VSGX in Q1 2024 and held it in 5 quarters. The position peaked at $353K in Q3 2024. 374 funds tracked by Wall St. Rank hold VSGX as of Q2 2025.

  • Avior Wealth Management reported no remaining Vanguard ESG International Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 4,409 Vanguard ESG International Stock ETF shares in Q2 2025, an estimated $260K.
  • Avior Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's Vanguard ESG International Stock ETF position peaked at $353K in Q3 2024.
  • 374 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.