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Essential Planning’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-122,519
Closed -$7.24M – 294
2024
Q4 		$7.24M Buy
+122,519
New +$7.24M 0.05% 93

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essential Planning's VSGX Position: Q1 2025 in Review

Essential Planning sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2025, closing a stake of 122,519 shares — an estimated $7.24M sold.

Essential Planning first reported a position in VSGX in Q4 2024 and held it in 1 quarter. The position peaked at $7.24M in Q4 2024. 355 funds tracked by Wall St. Rank hold VSGX as of Q1 2025.

  • Essential Planning reported no remaining Vanguard ESG International Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 122,519 Vanguard ESG International Stock ETF shares in Q1 2025, an estimated $7.24M.
  • Essential Planning first reported a position in Vanguard ESG International Stock ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Vanguard ESG International Stock ETF position peaked at $7.24M in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.