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Buckingham Strategic Wealth’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$3.56M Buy
62,142
+4,360
+8% +$249K 0.04% 175
2024
Q1 		$3.32M Buy
57,782
+1,261
+2% +$70.1K 0.04% 183
2023
Q4 		$3.12M Buy
56,521
+25,130
+80% +$1.3M 0.04% 184
2023
Q3 		$1.58M Buy
31,391
+9,591
+44% +$506K 0.02% 237
2023
Q2 		$1.16M Buy
21,800
+1,307
+6% +$69.3K 0.02% 274
2023
Q1 		$1.01M Hold
20,493
– – 0.02% 266
2022
Q4 		$1.01M Sell
20,493
-5,596
-21% -$266K 0.02% 267
2022
Q3 		$1.13M Sell
26,089
-74,586
-74% -$3.63M 0.02% 244
2022
Q2 		$4.94M Sell
100,675
-44,626
-31% -$2.35M 0.1% 108
2022
Q1 		$8.31M Buy
145,301
+137,744
+1,823% +$8.09M 0.16% 74
2021
Q4 		$469K Buy
7,557
+622
+9% +$38.9K 0.01% 382
2021
Q3 		$428K Sell
6,935
-337
-5% -$21.5K 0.01% 388
2021
Q2 		$466K Buy
7,272
+2,210
+44% +$141K 0.01% 379
2021
Q1 		$311K Buy
5,062
+1,426
+39% +$87.9K 0.02% 431
2020
Q4 		$215K Buy
+3,636
New +$201K 0.01% 494

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
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
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's VSGX Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard ESG International Stock ETF (VSGX) stake by 7.5% in Q2 2024, buying an estimated $249K and bringing the position to 62,142 shares worth $3.56M. The position accounts for 0.04% of the portfolio, ranked #175.

Buckingham Strategic Wealth first reported a position in VSGX in Q4 2020 and has held it in 15 quarters since. The position peaked at $8.31M in Q1 2022. 324 funds tracked by Wall St. Rank hold VSGX as of Q2 2024.

  • Buckingham Strategic Wealth held 62,142 shares of Vanguard ESG International Stock ETF worth $3.56M as of Q2 2024.
  • Buckingham Strategic Wealth bought 4,360 Vanguard ESG International Stock ETF shares in Q2 2024, an estimated $249K.
  • Vanguard ESG International Stock ETF made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #175 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard ESG International Stock ETF in Q4 2020 and has held it in 15 quarters since.
  • Buckingham Strategic Wealth's Vanguard ESG International Stock ETF position peaked at $8.31M in Q1 2022.
  • 324 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.