O'Brien Wealth Partners’s Vanguard ESG International Stock ETF VSGX Stock Holding History

O'Brien Wealth Partners’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	$6.43M	Sell	89,713 -1,471	-2%	-$104K	0.85%	23
2025 Q3	$6.33M	Sell	91,184 -782	-0.9%	-$52.5K	0.86%	23
2025 Q2	$6.02M	Buy	+91,966	New	+$5.67M	0.95%	22
2023 Q1	–	Sell	-10,376	Closed	-$510K	–	63
2022 Q4	$510K	Sell	10,376 -3,740	-26%	-$178K	0.2%	16
2022 Q3	$613K	Buy	14,116 +8,648	+158%	+$421K	0.26%	18
2022 Q2	$268K	Buy	5,468 +1,029	+23%	+$54.3K	0.11%	38
2022 Q1	$224K	Buy	+4,439	New	+$261K	0.09%	36

Other funds holding VSGX

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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

O'Brien Wealth Partners's VSGX Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Vanguard ESG International Stock ETF (VSGX) stake by 1.6% in Q4 2025, selling an estimated $104K and leaving 89,713 shares worth $6.43M. The position accounts for 0.85% of the portfolio, ranked #23.

O'Brien Wealth Partners first reported a position in VSGX in Q1 2022 and has held it in 7 quarters since. 432 funds tracked by Wall St. Rank hold VSGX as of Q4 2025.

O'Brien Wealth Partners held 89,713 shares of Vanguard ESG International Stock ETF worth $6.43M as of Q4 2025.
O'Brien Wealth Partners sold 1,471 Vanguard ESG International Stock ETF shares in Q4 2025, an estimated $104K.
Vanguard ESG International Stock ETF made up 0.85% of O'Brien Wealth Partners's portfolio in Q4 2025, its #23 holding.
O'Brien Wealth Partners first reported a position in Vanguard ESG International Stock ETF in Q1 2022 and has held it in 7 quarters since.
432 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.