MWM
VSGX icon

Mission Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Mission Wealth 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
2026
Q1 		$10.5M Sell
146,743
-3,027
-2% -$227K 0.22% 69
2025
Q4 		$10.7M Sell
149,770
-1,302
-0.9% -$91.9K 0.21% 66
2025
Q3 		$10.5M Buy
151,072
+137
+0.1% +$9.2K 0.21% 65
2025
Q2 		$9.89M Buy
150,935
+30,551
+25% +$1.88M 0.21% 64
2025
Q1 		$7.1M Sell
120,384
-2,317
-2% -$137K 0.17% 78
2024
Q4 		$6.96M Sell
122,701
-2,503
-2% -$148K 0.16% 81
2024
Q3 		$7.7M Sell
125,204
-664
-0.5% -$39.2K 0.19% 72
2024
Q2 		$7.21M Sell
125,868
-28,993
-19% -$1.66M 0.19% 70
2024
Q1 		$8.9M Buy
154,861
+25,834
+20% +$1.44M 0.23% 62
2023
Q4 		$7.13M Sell
129,027
-5,920
-4% -$306K 0.23% 61
2023
Q3 		$6.81M Buy
134,947
+8,851
+7% +$467K 0.25% 57
2023
Q2 		$6.7M Sell
126,096
-2,458
-2% -$130K 0.25% 56
2023
Q1 		$6.73M Sell
128,554
-14,942
-10% -$776K 0.28% 54
2022
Q4 		$7.06M Buy
143,496
+113,318
+375% +$5.39M 0.34% 46
2022
Q3 		$1.31M Buy
+30,178
New +$1.47M 0.07% 149
2022
Q2 		– Sell
-5,972
Closed -$342K – 563
2022
Q1 		$342K Buy
+5,972
New +$351K 0.02% 388

Other funds holding VSGX

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
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
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
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

Mission Wealth Management's VSGX Position: Q1 2026 in Review

Mission Wealth Management reduced its Vanguard ESG International Stock ETF (VSGX) stake by 2% in Q1 2026, selling an estimated $227K and leaving 146,743 shares worth $10.5M. The position accounts for 0.22% of the portfolio, ranked #69.

Mission Wealth Management first reported a position in VSGX in Q1 2022 and has held it in 16 quarters since. The position peaked at $10.7M in Q4 2025. 437 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

  • Mission Wealth Management held 146,743 shares of Vanguard ESG International Stock ETF worth $10.5M as of Q1 2026.
  • Mission Wealth Management sold 3,027 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $227K.
  • Vanguard ESG International Stock ETF made up 0.22% of Mission Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Mission Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q1 2022 and has held it in 16 quarters since.
  • Mission Wealth Management's Vanguard ESG International Stock ETF position peaked at $10.7M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.