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

Evelyn Partners Investment Management Services’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	$48.9K	Sell	682 -103	-13%	-$7.72K	0.01%	179
2025 Q4	$56.2K	Hold	785	–	–	0.01%	170
2025 Q3	$54.5K	Buy	785 +298	+61%	+$20K	0.01%	179
2025 Q2	$31.9K	Hold	487	–	–	﹤0.01%	186
2025 Q1	$28.7K	Hold	487	–	–	﹤0.01%	193
2024 Q4	$27.6K	Buy	+487	New	+$28.8K	﹤0.01%	198

Other funds holding VSGX

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $156M AUM 16.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 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 Services's VSGX Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Vanguard ESG International Stock ETF (VSGX) stake by 13% in Q1 2026, selling an estimated $7.72K and leaving 682 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #179.

Evelyn Partners Investment Management Services first reported a position in VSGX in Q4 2024 and has held it in 6 quarters since. The position peaked at $56.2K in Q4 2025. 438 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

Evelyn Partners Investment Management Services held 682 shares of Vanguard ESG International Stock ETF worth $48.9K as of Q1 2026.
Evelyn Partners Investment Management Services sold 103 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $7.72K.
Vanguard ESG International Stock ETF made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #179 holding.
Evelyn Partners Investment Management Services first reported a position in Vanguard ESG International Stock ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Vanguard ESG International Stock ETF position peaked at $56.2K in Q4 2025.
438 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

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