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Keudell/Morrison Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Keudell/Morrison 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
2026
Q1 		– Sell
-2,883
Closed -$206K – 258
2025
Q4 		$206K Buy
+2,883
New +$203K 0.04% 224

Other funds holding VSGX

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $1.02B AUM 18.66% 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

Keudell/Morrison Wealth Management's VSGX Position: Q1 2026 in Review

Keudell/Morrison Wealth Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2026, closing a stake of 2,883 shares — an estimated $206K sold.

Keudell/Morrison Wealth Management first reported a position in VSGX in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 438 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

  • Keudell/Morrison Wealth Management reported no remaining Vanguard ESG International Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,883 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $206K.
  • Keudell/Morrison Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q4 2025 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Vanguard ESG International Stock ETF position peaked at $206K in Q4 2025.
  • 438 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.