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EP Wealth Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

EP Wealth Advisors’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 		$1.53M Buy
18,610
+9,141
+97% +$725K 0.01% 648
2026
Q1 		$679K Buy
9,469
+1,934
+26% +$145K ﹤0.01% 780
2025
Q4 		$540K Buy
+7,535
New +$532K ﹤0.01% 845
2025
Q2 		$420K Hold
6,410
– – ﹤0.01% 854
2025
Q1 		$378K Hold
6,410
– – ﹤0.01% 809
2024
Q4 		$363K Sell
6,410
-991
-13% -$58.5K ﹤0.01% 794
2024
Q3 		$455K Buy
7,401
+5,444
+278% +$321K ﹤0.01% 718
2024
Q2 		$112K Sell
1,957
-63
-3% -$3.6K ﹤0.01% 821
2024
Q1 		$116K Sell
2,020
-6
-0.3% -$334 ﹤0.01% 794
2023
Q4 		$112K Sell
2,026
-410
-17% -$21.2K ﹤0.01% 782
2023
Q3 		$123K Buy
+2,436
New +$128K ﹤0.01% 721
2023
Q1 		– Sell
-6,105
Closed -$300K – 714
2022
Q4 		$300K Buy
+6,105
New +$290K 0.01% 467
2022
Q3 		– Sell
-4,995
Closed -$245K – 644
2022
Q2 		$245K Sell
4,995
-17,885
-78% -$943K 0.01% 532
2022
Q1 		$1.31M Buy
+22,880
New +$1.34M 0.03% 242
2021
Q4 		– Sell
-15,000
Closed -$926K – 571
2021
Q3 		$926K Buy
+15,000
New +$957K 0.03% 252
2021
Q2 		– Sell
-15,000
Closed -$921K – 553
2021
Q1 		$921K Hold
15,000
– – 0.03% 235
2020
Q4 		$889K Hold
15,000
– – 0.03% 205
2020
Q3 		$774K Buy
+15,000
New +$771K 0.03% 183
2020
Q2 		– Sell
-29,800
Closed -$1.35M – 183
2020
Q1 		$1.23M Buy
+29,800
New +$1.47M 0.06% 148

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

EP Wealth Advisors's VSGX Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard ESG International Stock ETF (VSGX) stake by 97% in Q2 2026, buying an estimated $725K and bringing the position to 18,610 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #648.

EP Wealth Advisors first reported a position in VSGX in Q1 2020 and has held it in 19 quarters since. 479 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

  • EP Wealth Advisors held 18,610 shares of Vanguard ESG International Stock ETF worth $1.53M as of Q2 2026.
  • EP Wealth Advisors bought 9,141 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $725K.
  • Vanguard ESG International Stock ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #648 holding.
  • EP Wealth Advisors first reported a position in Vanguard ESG International Stock ETF in Q1 2020 and has held it in 19 quarters since.
  • 479 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.