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

Cherrydale 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
Q2 		$404K Sell
4,907
-502
-9% -$39.8K 0.11% 54
2026
Q1 		$388K Sell
5,409
-624
-10% -$46.8K 0.12% 48
2025
Q4 		$432K Sell
6,033
-71
-1% -$5.01K 0.13% 45
2025
Q3 		$423K Sell
6,104
-84
-1% -$5.64K 0.13% 50
2025
Q2 		$405K Buy
6,188
+5
+0.1% +$308 0.14% 49
2025
Q1 		$365K Buy
6,183
+40
+0.7% +$2.37K 0.14% 46
2024
Q4 		$348K Sell
6,143
-1,336
-18% -$78.9K 0.13% 48
2024
Q3 		$460K Buy
7,479
+48
+0.6% +$2.83K 0.19% 38
2024
Q2 		$426K Sell
7,431
-3,158
-30% -$180K 0.19% 38
2024
Q1 		$609K Sell
10,589
-2,350
-18% -$131K 0.28% 31
2023
Q4 		$715K Buy
12,939
+101
+0.8% +$5.22K 0.37% 28
2023
Q3 		$648K Buy
12,838
+411
+3% +$21.7K 0.39% 27
2023
Q2 		$660K Buy
12,427
+742
+6% +$39.3K 0.46% 21
2023
Q1 		$612K Buy
11,685
+10
+0.1% +$519 0.46% 21
2022
Q4 		$574K Buy
11,675
+83
+0.7% +$3.94K 0.48% 18
2022
Q3 		$504K Buy
11,592
+6,596
+132% +$321K 0.47% 19
2022
Q2 		$245K Sell
4,996
-3,845
-43% -$203K 0.22% 27
2022
Q1 		$505K Buy
8,841
+93
+1% +$5.46K 0.37% 24
2021
Q4 		$543K Buy
+8,748
New +$548K 0.41% 23

Other funds holding VSGX

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
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

Cherrydale Wealth Management's VSGX Position: Q2 2026 in Review

Cherrydale Wealth Management reduced its Vanguard ESG International Stock ETF (VSGX) stake by 9.3% in Q2 2026, selling an estimated $39.8K and leaving 4,907 shares worth $404K. The position accounts for 0.11% of the portfolio, ranked #54.

Cherrydale Wealth Management first reported a position in VSGX in Q4 2021 and has held it in 19 quarters since. The position peaked at $715K in Q4 2023. 475 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

  • Cherrydale Wealth Management held 4,907 shares of Vanguard ESG International Stock ETF worth $404K as of Q2 2026.
  • Cherrydale Wealth Management sold 502 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $39.8K.
  • Vanguard ESG International Stock ETF made up 0.11% of Cherrydale Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Cherrydale Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Cherrydale Wealth Management's Vanguard ESG International Stock ETF position peaked at $715K in Q4 2023.
  • 475 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.