CBIZ Investment Advisory Services’s Vanguard ESG International Stock ETF VSGX Stock Holding History

CBIZ Investment Advisory Services’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	$4.95K	Hold	69	–	–	﹤0.01%	229
2025 Q4	$4.94K	Buy	69 +1	+1%	+$71	﹤0.01%	505
2025 Q3	$4.72K	Hold	68	–	–	﹤0.01%	451
2025 Q2	$4.45K	Sell	68 -6	-8%	-$370	﹤0.01%	447
2025 Q1	$4.37K	Buy	74 +4	+6%	+$236	﹤0.01%	409
2024 Q4	$3.97K	Buy	70 +2	+3%	+$118	﹤0.01%	332
2024 Q3	$4.18K	Buy	68 +1	+1%	+$59	﹤0.01%	309
2024 Q2	$3.84K	Sell	67 -99,414	-100%	-$5.68M	﹤0.01%	307
2024 Q1	$5.72M	Buy	99,481 +5	+0%	+$278	0.4%	15
2023 Q4	$5.5M	Hold	99,476	–	–	0.42%	16
2023 Q3	$5.02M	Hold	99,476	–	–	0.46%	13
2023 Q2	$5.28M	Hold	99,476	–	–	0.45%	14
2023 Q1	$5.21M	Buy	99,476 +38,476	+63%	+$2M	0.46%	14
2022 Q4	$3.24M	Hold	61,000	–	–	1.26%	12
2022 Q3	$2.65M	Buy	+61,000	New	+$2.97M	2.66%	10
2021 Q3	–	Hold	0	–	–	–	95
2021 Q2	–	Hold	0	–	–	–	94
2021 Q1	–	Hold	0	–	–	–	84

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

CBIZ Investment Advisory Services's VSGX Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its Vanguard ESG International Stock ETF (VSGX) position steady in Q1 2026 at 69 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

CBIZ Investment Advisory Services first reported a position in VSGX in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.72M in Q1 2024. 438 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

CBIZ Investment Advisory Services held 69 shares of Vanguard ESG International Stock ETF worth $4.95K as of Q1 2026.
CBIZ Investment Advisory Services left its Vanguard ESG International Stock ETF share count unchanged in Q1 2026.
Vanguard ESG International Stock ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #229 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard ESG International Stock ETF in Q3 2022 and has held it in 15 quarters since.
CBIZ Investment Advisory Services's Vanguard ESG International Stock ETF position peaked at $5.72M in Q1 2024.
438 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.