Oxford Financial Group’s Vanguard FTSE Europe ETF VGK Stock Holding History

Oxford Financial Group’s Portfolio VGK Stock Details VGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,603	Closed	-$229K	–	300
2024 Q4	$229K	Buy	+3,603	New	+$241K	0.01%	231
2024 Q3	–	Sell	-1,109	Closed	-$74K	–	329
2024 Q2	$74K	Hold	1,109	–	–	﹤0.01%	277
2024 Q1	$74.7K	Hold	1,109	–	–	0.01%	243
2023 Q4	$71.5K	Buy	+1,109	New	+$66.4K	0.01%	255

Other funds holding VGK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Oxford Financial Group's VGK Position: Q1 2025 in Review

Oxford Financial Group sold out of Vanguard FTSE Europe ETF (VGK) in Q1 2025, closing a stake of 3,603 shares — an estimated $229K sold.

Oxford Financial Group first reported a position in VGK in Q4 2023 and held it in 4 quarters. The position peaked at $229K in Q4 2024. 715 funds tracked by Wall St. Rank hold VGK as of Q1 2025.

Oxford Financial Group reported no remaining Vanguard FTSE Europe ETF position as of Q1 2025 after selling out during the quarter.
Oxford Financial Group sold 3,603 Vanguard FTSE Europe ETF shares in Q1 2025, an estimated $229K.
Oxford Financial Group first reported a position in Vanguard FTSE Europe ETF in Q4 2023 and held it in 4 quarters.
Oxford Financial Group's Vanguard FTSE Europe ETF position peaked at $229K in Q4 2024.
715 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.