LI
VSGX icon

LRI Investments’s Vanguard ESG International Stock ETF VSGX Stock Holding History

LRI Investments’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
Q2 		$1.45M Sell
17,623
-127
-0.7% -$10.1K 0.12% 98
2026
Q1 		$1.27M Buy
17,750
+44
+0.2% +$3.3K 0.11% 97
2025
Q4 		$1.27M Sell
17,706
-1,614
-8% -$114K 0.1% 100
2025
Q3 		$1.34M Buy
19,320
+128
+0.7% +$8.6K 0.11% 92
2025
Q2 		$1.26M Hold
19,192
– – 0.11% 87
2025
Q1 		$1.13M Buy
+19,192
New +$1.13M 0.11% 93

Other funds holding VSGX

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
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

LRI Investments's VSGX Position: Q2 2026 in Review

LRI Investments reduced its Vanguard ESG International Stock ETF (VSGX) stake by 0.72% in Q2 2026, selling an estimated $10.1K and leaving 17,623 shares worth $1.45M. The position accounts for 0.12% of the portfolio, ranked #98.

LRI Investments first reported a position in VSGX in Q1 2025 and has held it in 6 quarters since. 479 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

  • LRI Investments held 17,623 shares of Vanguard ESG International Stock ETF worth $1.45M as of Q2 2026.
  • LRI Investments sold 127 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $10.1K.
  • Vanguard ESG International Stock ETF made up 0.12% of LRI Investments's portfolio in Q2 2026, its #98 holding.
  • LRI Investments first reported a position in Vanguard ESG International Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • 479 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.