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Brio Consultants’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Brio Consultants’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 		$333K Buy
4,256
+998
+31% +$74.8K 0.04% 113
2025
Q4 		$233K Sell
3,258
-28
-0.9% -$1.98K 0.03% 134
2025
Q3 		$228K Sell
3,286
-45
-1% -$3.02K 0.03% 125
2025
Q2 		$218K Sell
3,331
-1,634
-33% -$101K 0.03% 123
2025
Q1 		$293K Buy
4,965
+13
+0.3% +$769 0.05% 97
2024
Q4 		$281K Buy
4,952
+1,417
+40% +$83.7K 0.04% 96
2024
Q3 		$217K Buy
+3,535
New +$209K 0.03% 100
2024
Q1 		– Sell
-4,522
Closed -$250K – 102
2023
Q4 		$250K Buy
+4,522
New +$234K 0.04% 91
2022
Q3 		– Sell
-4,894
Closed -$235K – 104
2022
Q2 		$235K Sell
4,894
-3,463
-41% -$183K 0.05% 73
2022
Q1 		$478K Buy
8,357
+2,866
+52% +$168K 0.1% 54
2021
Q4 		$341K Sell
5,491
-351
-6% -$22K 0.08% 56
2021
Q3 		$361K Buy
5,842
+705
+14% +$45K 0.09% 63
2021
Q2 		$330K Buy
5,137
+530
+12% +$33.8K 0.08% 63
2021
Q1 		$283K Sell
4,607
-325
-7% -$20K 0.08% 62
2020
Q4 		$292K Sell
4,932
-818
-14% -$45.3K 0.09% 58
2020
Q3 		$297K Sell
5,750
-31
-0.5% -$1.59K 0.09% 58
2020
Q2 		$278K Buy
+5,781
New +$261K 0.09% 55

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 $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
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 $13.1B AUM 24.63% 1-Year Est. Return

Brio Consultants's VSGX Position: Q1 2026 in Review

Brio Consultants increased its Vanguard ESG International Stock ETF (VSGX) stake by 31% in Q1 2026, buying an estimated $74.8K and bringing the position to 4,256 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #113.

Brio Consultants first reported a position in VSGX in Q2 2020 and has held it in 17 quarters since. The position peaked at $478K in Q1 2022. 437 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

  • Brio Consultants held 4,256 shares of Vanguard ESG International Stock ETF worth $333K as of Q1 2026.
  • Brio Consultants bought 998 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $74.8K.
  • Vanguard ESG International Stock ETF made up 0.04% of Brio Consultants's portfolio in Q1 2026, its #113 holding.
  • Brio Consultants first reported a position in Vanguard ESG International Stock ETF in Q2 2020 and has held it in 17 quarters since.
  • Brio Consultants's Vanguard ESG International Stock ETF position peaked at $478K in Q1 2022.
  • 437 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.