DWM
VSGX icon

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

Destination 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 		$747K Buy
10,420
+31
+0.3% +$2.33K 0.02% 172
2025
Q4 		$744K Buy
10,389
+57
+0.6% +$4.02K 0.02% 159
2025
Q3 		$717K Buy
10,332
+10
+0.1% +$672 0.02% 150
2025
Q2 		$676K Hold
10,322
– – 0.02% 150
2025
Q1 		$609K Hold
10,322
– – 0.02% 151
2024
Q4 		$585K Sell
10,322
-233
-2% -$13.8K 0.02% 148
2024
Q3 		$649K Hold
10,555
– – 0.02% 140
2024
Q2 		$604K Hold
10,555
– – 0.02% 141
2024
Q1 		$607K Sell
10,555
-3,775
-26% -$210K 0.02% 140
2023
Q4 		$792K Buy
+14,330
New +$740K 0.03% 130
2023
Q3 		– Sell
-3,916
Closed -$208K – 220
2023
Q2 		$208K Sell
3,916
-1,075
-22% -$57K 0.01% 191
2023
Q1 		$261K Sell
4,991
-1,020
-17% -$53K 0.01% 183
2022
Q4 		$296K Buy
+6,011
New +$286K 0.01% 172
2022
Q3 		– Sell
-9,934
Closed -$487K – 200
2022
Q2 		$487K Buy
+9,934
New +$524K 0.02% 142

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