BRIA
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Balanced Rock Investment Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Balanced Rock Investment Advisors’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 		$3.25M Sell
45,332
-870
-2% -$65.2K 2.28% 13
2025
Q4 		$3.31M Sell
46,202
-374
-0.8% -$26.4K 2.35% 13
2025
Q3 		$3.23M Sell
46,576
-837
-2% -$56.2K 2.36% 11
2025
Q2 		$3.11M Sell
47,413
-1,887
-4% -$116K 2.44% 11
2025
Q1 		$2.91M Sell
49,300
-3,300
-6% -$195K 2.32% 14
2024
Q4 		$2.98M Sell
52,600
-3,823
-7% -$226K 2.36% 13
2024
Q3 		$3.47M Sell
56,423
-1,298
-2% -$76.6K 2.72% 11
2024
Q2 		$3.31M Sell
57,721
-209
-0.4% -$11.9K 2.78% 11
2024
Q1 		$3.33M Sell
57,930
-1,552
-3% -$86.3K 2.84% 10
2023
Q4 		$3.29M Buy
+59,482
New +$3.07M 2.92% 9

Other funds holding VSGX

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
HCA
Harpswell Capital Advisors Yarmouth, Maine $134M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
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