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Jacobson & Schmitt Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Jacobson & Schmitt Advisors’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
2024
Q2 		– Sell
-26,535
Closed -$1.52M – 74
2024
Q1 		$1.52M Hold
26,535
– – 0.36% 41
2023
Q4 		$1.47M Buy
+26,535
New +$1.37M 0.37% 41

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
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jacobson & Schmitt Advisors's VSGX Position: Q2 2024 in Review

Jacobson & Schmitt Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2024, closing a stake of 26,535 shares — an estimated $1.52M sold.

Jacobson & Schmitt Advisors first reported a position in VSGX in Q4 2023 and held it in 2 quarters. The position peaked at $1.52M in Q1 2024. 325 funds tracked by Wall St. Rank hold VSGX as of Q2 2024.

  • Jacobson & Schmitt Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 26,535 Vanguard ESG International Stock ETF shares in Q2 2024, an estimated $1.52M.
  • Jacobson & Schmitt Advisors first reported a position in Vanguard ESG International Stock ETF in Q4 2023 and held it in 2 quarters.
  • Jacobson & Schmitt Advisors's Vanguard ESG International Stock ETF position peaked at $1.52M in Q1 2024.
  • 325 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2024.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.