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Meritage Portfolio Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Meritage Portfolio 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
Q4 		$398K Buy
5,562
+450
+9% +$31.7K 0.03% 244
2025
Q3 		$355K Buy
+5,112
New +$343K 0.02% 259

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Meritage Portfolio Management's VSGX Position: Q4 2025 in Review

Meritage Portfolio Management increased its Vanguard ESG International Stock ETF (VSGX) stake by 8.8% in Q4 2025, buying an estimated $31.7K and bringing the position to 5,562 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #244.

Meritage Portfolio Management first reported a position in VSGX in Q3 2025 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold VSGX as of Q4 2025.

  • Meritage Portfolio Management held 5,562 shares of Vanguard ESG International Stock ETF worth $398K as of Q4 2025.
  • Meritage Portfolio Management bought 450 Vanguard ESG International Stock ETF shares in Q4 2025, an estimated $31.7K.
  • Vanguard ESG International Stock ETF made up 0.03% of Meritage Portfolio Management's portfolio in Q4 2025, its #244 holding.
  • Meritage Portfolio Management first reported a position in Vanguard ESG International Stock ETF in Q3 2025 and has held it in 2 quarters since.
  • 432 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.