McLean Asset Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

McLean Asset Management’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 Q3	–	Sell	-5,262	Closed	-$345K	–	175
2025 Q2	$345K	Hold	5,262	–	–	0.09%	111
2025 Q1	$278K	Hold	5,262	–	–	0.09%	117
2024 Q4	$298K	Hold	5,262	–	–	0.09%	115
2024 Q3	$323K	Hold	5,262	–	–	0.1%	102
2024 Q2	$311K	Hold	5,262	–	–	0.1%	100
2024 Q1	$302K	Hold	5,262	–	–	0.1%	106
2023 Q4	$286K	Buy	+5,262	New	+$272K	0.11%	101

Other funds holding VSGX

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

McLean Asset Management's VSGX Position: Q3 2025 in Review

McLean Asset Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q3 2025, closing a stake of 5,262 shares — an estimated $345K sold.

McLean Asset Management first reported a position in VSGX in Q4 2023 and held it in 7 quarters. The position peaked at $345K in Q2 2025. 397 funds tracked by Wall St. Rank hold VSGX as of Q3 2025.

McLean Asset Management reported no remaining Vanguard ESG International Stock ETF position as of Q3 2025 after selling out during the quarter.
McLean Asset Management sold 5,262 Vanguard ESG International Stock ETF shares in Q3 2025, an estimated $345K.
McLean Asset Management first reported a position in Vanguard ESG International Stock ETF in Q4 2023 and held it in 7 quarters.
McLean Asset Management's Vanguard ESG International Stock ETF position peaked at $345K in Q2 2025.
397 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2025.

Based on McLean Asset Management's 13F filing for Q3 2025, filed 7 Oct 2025.