Leo Wealth LLC’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Leo Wealth LLC’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	$49.8M	Sell	693,587 -147,404	-18%	-$11.1M	3.61%	4
2025 Q4	$60.3M	Buy	840,991 +223,277	+36%	+$15.8M	4.37%	4
2025 Q3	$42.9M	Sell	617,714 -198,298	-24%	-$13.3M	5.56%	3
2025 Q2	$53.5M	Buy	816,012 +198,676	+32%	+$12.3M	4.16%	4
2025 Q1	$36.4M	Sell	617,336 -131,526	-18%	-$7.78M	5.23%	4
2024 Q4	$42.5M	Sell	748,862 -25,550	-3%	-$1.51M	3.81%	6
2024 Q3	$47.6M	Buy	774,412 +14,777	+2%	+$872K	4.35%	4
2024 Q2	$43.5M	Sell	759,635 -32,031	-4%	-$1.83M	4.44%	3
2024 Q1	$45.5M	Buy	791,666 +48,481	+7%	+$2.7M	4.65%	3
2023 Q4	$41.5M	Buy	+743,185	New	+$38.4M	4.3%	4

Other funds holding VSGX

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Leo Wealth LLC's VSGX Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard ESG International Stock ETF (VSGX) stake by 18% in Q1 2026, selling an estimated $11.1M and leaving 693,587 shares worth $49.8M. The position accounts for 3.61% of the portfolio, ranked #4.

Leo Wealth LLC first reported a position in VSGX in Q4 2023 and has held it in 10 quarters since. The position peaked at $60.3M in Q4 2025. 441 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

Leo Wealth LLC held 693,587 shares of Vanguard ESG International Stock ETF worth $49.8M as of Q1 2026.
Leo Wealth LLC sold 147,404 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $11.1M.
Vanguard ESG International Stock ETF made up 3.61% of Leo Wealth LLC's portfolio in Q1 2026, its #4 holding.
Leo Wealth LLC first reported a position in Vanguard ESG International Stock ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Vanguard ESG International Stock ETF position peaked at $60.3M in Q4 2025.
441 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.