Evelyn Partners Asset Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Evelyn Partners Asset 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	$102K	Buy	1,419 +589	+71%	+$44.2K	0.03%	136
2025 Q4	$59.4K	Sell	830 -350	-30%	-$24.7K	0.01%	146
2025 Q3	$81.9K	Hold	1,180	–	–	0.02%	128
2025 Q2	$77.3K	Hold	1,180	–	–	0.02%	119
2025 Q1	$69.6K	Hold	1,180	–	–	0.02%	124
2024 Q4	$66.9K	Buy	+1,180	New	+$69.7K	0.02%	125

Other funds holding VSGX

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $156M AUM 16.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Evelyn Partners Asset Management's VSGX Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Vanguard ESG International Stock ETF (VSGX) stake by 71% in Q1 2026, buying an estimated $44.2K and bringing the position to 1,419 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #136.

Evelyn Partners Asset Management first reported a position in VSGX in Q4 2024 and has held it in 6 quarters since. 439 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

Evelyn Partners Asset Management held 1,419 shares of Vanguard ESG International Stock ETF worth $102K as of Q1 2026.
Evelyn Partners Asset Management bought 589 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $44.2K.
Vanguard ESG International Stock ETF made up 0.03% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #136 holding.
Evelyn Partners Asset Management first reported a position in Vanguard ESG International Stock ETF in Q4 2024 and has held it in 6 quarters since.
439 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.