Bartlett & Co Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Bartlett & Co 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	$1.3M	Buy	16,814 +646	+4%	+$48.4K	0.02%	247
2025 Q4	$1.16M	Buy	16,168 +3,163	+24%	+$223K	0.02%	249
2025 Q3	$902K	Hold	13,005	–	–	0.01%	270
2025 Q2	$852K	Hold	13,005	–	–	0.01%	269
2025 Q1	$767K	Hold	13,005	–	–	0.01%	279
2024 Q4	$737K	Sell	13,005 -6	-0%	-$354	0.01%	286
2024 Q3	$800K	Buy	13,011 +2,906	+29%	+$171K	0.01%	281
2024 Q2	$579K	Hold	10,105	–	–	0.01%	306
2024 Q1	$581K	Hold	10,105	–	–	0.01%	309
2023 Q4	$558K	Hold	10,105	–	–	0.01%	336
2023 Q3	$510K	Hold	10,105	–	–	0.01%	333
2023 Q2	$537K	Hold	10,105	–	–	0.01%	337
2023 Q1	$529K	Hold	10,105	–	–	0.01%	283
2022 Q4	$497K	Hold	10,105	–	–	0.01%	291
2022 Q3	$439K	Hold	10,105	–	–	0.01%	297
2022 Q2	$496K	Buy	10,105 +55	+0.5%	+$2.9K	0.01%	282
2022 Q1	$575K	Hold	10,050	–	–	0.01%	282
2021 Q4	$623K	Hold	10,050	–	–	0.01%	278
2021 Q3	$620K	Hold	10,050	–	–	0.01%	239
2021 Q2	$645K	Buy	10,050 +50	+0.5%	+$3.19K	0.01%	237
2021 Q1	$614K	Hold	10,000	–	–	0.01%	239
2020 Q4	$593K	Hold	10,000	–	–	0.01%	236
2020 Q3	$516K	Hold	10,000	–	–	0.01%	239
2020 Q2	$481K	Hold	10,000	–	–	0.01%	237
2020 Q1	$412K	Hold	10,000	–	–	0.01%	242
2019 Q4	$535K	Hold	10,000	–	–	0.01%	260
2019 Q3	$493K	Hold	10,000	–	–	0.01%	255
2019 Q2	$499K	Hold	10,000	–	–	0.02%	206
2019 Q1	$488K	Hold	10,000	–	–	0.02%	203
2018 Q4	$445K	Buy	+10,000	New	+$468K	0.02%	204

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

Bartlett & Co Wealth Management's VSGX Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Vanguard ESG International Stock ETF (VSGX) stake by 4% in Q1 2026, buying an estimated $48.4K and bringing the position to 16,814 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #247.

Bartlett & Co Wealth Management first reported a position in VSGX in Q4 2018 and has held it in 30 quarters since. 437 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

Bartlett & Co Wealth Management held 16,814 shares of Vanguard ESG International Stock ETF worth $1.3M as of Q1 2026.
Bartlett & Co Wealth Management bought 646 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $48.4K.
Vanguard ESG International Stock ETF made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #247 holding.
Bartlett & Co Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q4 2018 and has held it in 30 quarters since.
437 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.