Evermay Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Evermay Wealth 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
2025 Q2	–	Sell	-180	Closed	-$10.6K	–	606
2025 Q1	$10.6K	Hold	180	–	–	﹤0.01%	438
2024 Q4	$10.2K	Sell	180 -21	-10%	-$1.24K	﹤0.01%	444
2024 Q3	$12.4K	Hold	201	–	–	﹤0.01%	440
2024 Q2	$11.5K	Hold	201	–	–	﹤0.01%	442
2024 Q1	$11.6K	Hold	201	–	–	﹤0.01%	453
2023 Q4	$11.1K	Hold	201	–	–	﹤0.01%	443
2023 Q3	$10.1K	Hold	201	–	–	﹤0.01%	426
2023 Q2	$10.7K	Hold	201	–	–	﹤0.01%	425
2023 Q1	$10.5K	Hold	201	–	–	﹤0.01%	415
2022 Q4	$9.89K	Buy	+201	New	+$9.55K	﹤0.01%	416

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

SIP

Sellwood Investment Partners Portland, Oregon $254M AUM 11.77% 1-Year Est. Return

Evermay Wealth Management's VSGX Position: Q2 2025 in Review

Evermay Wealth Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2025, closing a stake of 180 shares — an estimated $10.6K sold.

Evermay Wealth Management first reported a position in VSGX in Q4 2022 and held it in 10 quarters. The position peaked at $12.4K in Q3 2024. 374 funds tracked by Wall St. Rank hold VSGX as of Q2 2025.

Evermay Wealth Management reported no remaining Vanguard ESG International Stock ETF position as of Q2 2025 after selling out during the quarter.
Evermay Wealth Management sold 180 Vanguard ESG International Stock ETF shares in Q2 2025, an estimated $10.6K.
Evermay Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q4 2022 and held it in 10 quarters.
Evermay Wealth Management's Vanguard ESG International Stock ETF position peaked at $12.4K in Q3 2024.
374 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.