LTFS
VSGX icon

Ladenburg Thalmann Financial Services’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$103K Buy
1,968
+573
+41% +$29.5K ﹤0.01% 2991
2019
Q3 		$69K Buy
1,395
+690
+98% +$33.9K ﹤0.01% 3202
2019
Q2 		$35K Buy
705
+547
+346% +$27K ﹤0.01% 3710
2019
Q1 		$8K Hold
158
– – ﹤0.01% 4482
2018
Q4 		$7K Buy
+158
New +$7.4K ﹤0.01% 4470

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's VSGX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard ESG International Stock ETF (VSGX) stake by 41% in Q4 2019, buying an estimated $29.5K and bringing the position to 1,968 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Ladenburg Thalmann Financial Services first reported a position in VSGX in Q4 2018 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold VSGX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,968 shares of Vanguard ESG International Stock ETF worth $103K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 573 Vanguard ESG International Stock ETF shares in Q4 2019, an estimated $29.5K.
  • Vanguard ESG International Stock ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2991 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Vanguard ESG International Stock ETF in Q4 2018 and has held it in 5 quarters since.
  • 77 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.