Cherry Tree Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Cherry Tree 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	$316K	Buy	4,405 +39	+0.9%	+$2.92K	0.07%	125
2025 Q4	$313K	Hold	4,366	–	–	0.07%	129
2025 Q3	$303K	Sell	4,366 -770	-15%	-$51.7K	0.07%	126
2025 Q2	$336K	Hold	5,136	–	–	0.08%	115
2025 Q1	$303K	Buy	5,136 +45	+0.9%	+$2.66K	0.07%	127
2024 Q4	$289K	Sell	5,091 -35	-0.7%	-$2.07K	0.07%	133
2024 Q3	$315K	Sell	5,126 -259	-5%	-$15.3K	0.07%	135
2024 Q2	$308K	Sell	5,385 -510	-9%	-$29.1K	0.08%	128
2024 Q1	$339K	Buy	5,895 +256	+5%	+$14.2K	0.09%	120
2023 Q4	$312K	Buy	5,639 +431	+8%	+$22.3K	0.08%	121
2023 Q3	$263K	Buy	5,208 +45	+0.9%	+$2.37K	0.08%	128
2023 Q2	$274K	Buy	+5,163	New	+$274K	0.08%	125

Other funds holding VSGX

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $156M AUM 16.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Cherry Tree Wealth Management's VSGX Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Vanguard ESG International Stock ETF (VSGX) stake by 0.89% in Q1 2026, buying an estimated $2.92K and bringing the position to 4,405 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #125.

Cherry Tree Wealth Management first reported a position in VSGX in Q2 2023 and has held it in 12 quarters since. The position peaked at $339K in Q1 2024. 442 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

Cherry Tree Wealth Management held 4,405 shares of Vanguard ESG International Stock ETF worth $316K as of Q1 2026.
Cherry Tree Wealth Management bought 39 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $2.92K.
Vanguard ESG International Stock ETF made up 0.07% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #125 holding.
Cherry Tree Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard ESG International Stock ETF position peaked at $339K in Q1 2024.
442 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.