Corient Private Wealth
VSGX icon

Corient Private Wealth’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Corient Private 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
2026
Q1 		$3.56M Sell
49,568
-51,740
-51% -$3.88M 0.01% 978
2025
Q4 		$7.26M Buy
101,308
+90,289
+819% +$6.37M ﹤0.01% 889
2025
Q3 		$764K Sell
11,019
-29,836
-73% -$2M ﹤0.01% 1557
2025
Q2 		$2.68M Buy
40,855
+172
+0.4% +$10.6K ﹤0.01% 916
2025
Q1 		$2.4M Buy
40,683
+1,316
+3% +$77.8K ﹤0.01% 912
2024
Q4 		$2.23M Buy
39,367
+2,418
+7% +$143K ﹤0.01% 955
2024
Q3 		$2.27M Buy
36,949
+69
+0.2% +$4.07K ﹤0.01% 1037
2024
Q2 		$2.11M Buy
36,880
+218
+0.6% +$12.5K ﹤0.01% 997
2024
Q1 		$2.11M Buy
36,662
+1,855
+5% +$103K ﹤0.01% 994
2023
Q4 		$1.92M Buy
34,807
+1,780
+5% +$92K ﹤0.01% 1022
2023
Q3 		$1.67M Buy
33,027
+2,470
+8% +$130K ﹤0.01% 985
2023
Q2 		$1.62M Buy
30,557
+2,428
+9% +$129K ﹤0.01% 969
2023
Q1 		$1.47M Buy
28,129
+4,222
+18% +$219K ﹤0.01% 948
2022
Q4 		$1.18M Buy
+23,907
New +$1.14M ﹤0.01% 861

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 $528B 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 $12.2B AUM 12.45% 1-Year Est. Return