Lindbrook Capital’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Lindbrook Capital’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
2025 Q1	$323K	Hold	5,472	–	–	0.03%	299
2024 Q4	$310K	Buy	5,472 +133	+2%	+$7.86K	0.03%	305
2024 Q3	$328K	Hold	5,339	–	–	0.03%	291
2024 Q2	$306K	Buy	5,339 +450	+9%	+$25.7K	0.03%	283
2024 Q1	$281K	Hold	4,889	–	–	0.03%	297
2023 Q4	$270K	Buy	4,889 +380	+8%	+$19.6K	0.03%	293
2023 Q3	$227K	Buy	4,509 +144	+3%	+$7.59K	0.03%	291
2023 Q2	$232K	Buy	4,365 +116	+3%	+$6.15K	0.02%	295
2023 Q1	$222K	Buy	4,249 +55	+1%	+$2.86K	0.03%	292
2022 Q4	$206K	Buy	4,194 +2,413	+135%	+$115K	0.03%	323
2022 Q3	$77K	Buy	1,781 +201	+13%	+$9.78K	0.01%	512
2022 Q2	$77K	Buy	+1,580	New	+$83.3K	0.01%	515

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's VSGX Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard ESG International Stock ETF (VSGX) position steady in Q1 2025 at 5,472 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #299.

Lindbrook Capital first reported a position in VSGX in Q2 2022 and has held it in 12 quarters since. The position peaked at $328K in Q3 2024. 356 funds tracked by Wall St. Rank hold VSGX as of Q1 2025.

Lindbrook Capital held 5,472 shares of Vanguard ESG International Stock ETF worth $323K as of Q1 2025.
Lindbrook Capital left its Vanguard ESG International Stock ETF share count unchanged in Q1 2025.
Vanguard ESG International Stock ETF made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #299 holding.
Lindbrook Capital first reported a position in Vanguard ESG International Stock ETF in Q2 2022 and has held it in 12 quarters since.
Lindbrook Capital's Vanguard ESG International Stock ETF position peaked at $328K in Q3 2024.
356 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.