Mather Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Mather Group’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	$864K	Sell	12,048 -331	-3%	-$24.8K	0.01%	361
2025 Q4	$887K	Buy	12,379 +407	+3%	+$28.7K	0.01%	302
2025 Q3	$830K	Sell	11,972 -24	-0.2%	-$1.61K	0.01%	312
2025 Q2	$786K	Sell	11,996 -139	-1%	-$8.57K	0.01%	310
2025 Q1	$716K	Buy	12,135 +7	+0.1%	+$414	0.01%	301
2024 Q4	$688K	Sell	12,128 -1,025	-8%	-$60.5K	0.01%	290
2024 Q3	$809K	Sell	13,153 -1,240	-9%	-$73.1K	0.01%	270
2024 Q2	$827K	Sell	14,393 -35	-0.2%	-$2K	0.01%	295
2024 Q1	$798K	Hold	14,428	–	–	0.01%	255
2023 Q4	$798K	Sell	14,428 -15	-0.1%	-$775	0.01%	263
2023 Q3	$729K	Buy	14,443 +10,251	+245%	+$541K	0.01%	256
2023 Q2	$223K	Hold	4,192	–	–	﹤0.01%	525
2023 Q1	$219K	Hold	4,192	–	–	﹤0.01%	471
2022 Q4	$206K	Buy	+4,192	New	+$199K	﹤0.01%	460

Other funds holding VSGX

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

HCA

Harpswell Capital Advisors Yarmouth, Maine $134M AUM

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 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 $12.2B AUM 12.45% 1-Year Est. Return

Mather Group's VSGX Position: Q1 2026 in Review

Mather Group reduced its Vanguard ESG International Stock ETF (VSGX) stake by 2.7% in Q1 2026, selling an estimated $24.8K and leaving 12,048 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #361.

Mather Group first reported a position in VSGX in Q4 2022 and has held it in 14 quarters since. The position peaked at $887K in Q4 2025. 437 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

Mather Group held 12,048 shares of Vanguard ESG International Stock ETF worth $864K as of Q1 2026.
Mather Group sold 331 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $24.8K.
Vanguard ESG International Stock ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #361 holding.
Mather Group first reported a position in Vanguard ESG International Stock ETF in Q4 2022 and has held it in 14 quarters since.
Mather Group's Vanguard ESG International Stock ETF position peaked at $887K in Q4 2025.
437 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.