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Laurel Wealth Planning’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Laurel Wealth Planning’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 		$269K Hold
3,744
– – 0.14% 53
2025
Q4 		$268K Hold
3,744
– – 0.15% 52
2025
Q3 		$260K Hold
3,744
– – 0.14% 53
2025
Q2 		$245K Sell
3,744
-161
-4% -$9.93K 0.14% 50
2025
Q1 		$230K Sell
3,905
-306
-7% -$18.1K 0.15% 51
2024
Q4 		$239K Hold
4,211
– – 0.15% 50
2024
Q3 		$259K Hold
4,211
– – 0.17% 48
2024
Q2 		$241K Sell
4,211
-398
-9% -$22.7K 0.17% 49
2024
Q1 		$265K Sell
4,609
-53
-1% -$2.95K 0.18% 49
2023
Q4 		$258K Buy
4,662
+118
+3% +$6.1K 0.18% 48
2023
Q3 		$229K Sell
4,544
-105
-2% -$5.54K 0.18% 49
2023
Q2 		$247K Sell
4,649
-342
-7% -$18.1K 0.18% 51
2023
Q1 		$261K Sell
4,991
-1,182
-19% -$61.4K 0.17% 53
2022
Q4 		$304K Sell
6,173
-11,445
-65% -$544K 0.2% 53
2022
Q3 		$765K Sell
17,618
-1,201
-6% -$58.4K 0.56% 40
2022
Q2 		$923K Sell
18,819
-2,661
-12% -$140K 0.65% 38
2022
Q1 		$1.23M Sell
21,480
-2,256
-10% -$132K 0.83% 36
2021
Q4 		$1.47M Sell
23,736
-12,856
-35% -$805K 1.12% 28
2021
Q3 		$2.26M Sell
36,592
-1,731
-5% -$110K 1.82% 19
2021
Q2 		$2.46M Sell
38,323
-2,612
-6% -$167K 2.14% 19
2021
Q1 		$2.51M Sell
40,935
-5,300
-11% -$327K 2.3% 18
2020
Q4 		$2.74M Buy
+46,235
New +$2.56M 2.67% 16

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 $134M AUM
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 $9.44B AUM 18.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Laurel Wealth Planning's VSGX Position: Q1 2026 in Review

Laurel Wealth Planning held its Vanguard ESG International Stock ETF (VSGX) position steady in Q1 2026 at 3,744 shares worth $269K. The position accounts for 0.14% of the portfolio, ranked #53.

Laurel Wealth Planning first reported a position in VSGX in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.74M in Q4 2020. 437 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

  • Laurel Wealth Planning held 3,744 shares of Vanguard ESG International Stock ETF worth $269K as of Q1 2026.
  • Laurel Wealth Planning left its Vanguard ESG International Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG International Stock ETF made up 0.14% of Laurel Wealth Planning's portfolio in Q1 2026, its #53 holding.
  • Laurel Wealth Planning first reported a position in Vanguard ESG International Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's Vanguard ESG International Stock ETF position peaked at $2.74M in Q4 2020.
  • 437 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.