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Evelyn Partners Investment Management (Europe)’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$59.5K Buy
830
+458
+123% +$34.3K 0.02% 122
2025
Q4 		$26.6K Hold
372
– – 0.01% 149
2025
Q3 		$25.8K Buy
+372
New +$25K 0.01% 144

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
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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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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 $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 Investment Management (Europe)'s VSGX Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) increased its Vanguard ESG International Stock ETF (VSGX) stake by 123% in Q1 2026, buying an estimated $34.3K and bringing the position to 830 shares worth $59.5K. The position accounts for 0.02% of the portfolio, ranked #122.

Evelyn Partners Investment Management (Europe) first reported a position in VSGX in Q3 2025 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 830 shares of Vanguard ESG International Stock ETF worth $59.5K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) bought 458 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $34.3K.
  • Vanguard ESG International Stock ETF made up 0.02% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #122 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Vanguard ESG International Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.