Oxford Financial Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Oxford Financial Group’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	$117K	Hold	1,635	–	–	0.01%	260
2025 Q4	$117K	Hold	1,635	–	–	0.01%	245
2025 Q3	$113K	Hold	1,635	–	–	0.01%	235
2025 Q2	$107K	Buy	1,635 +22	+1%	+$1.36K	0.01%	223
2025 Q1	$95.1K	Buy	1,613 +10	+0.6%	+$591	0.01%	226
2024 Q4	$90.9K	Hold	1,603	–	–	0.01%	262
2024 Q3	$98.6K	Hold	1,603	–	–	0.01%	252
2024 Q2	$91.8K	Buy	1,603 +117	+8%	+$6.69K	0.01%	271
2024 Q1	$85.4K	Hold	1,486	–	–	0.01%	237
2023 Q4	$82.1K	Hold	1,486	–	–	0.01%	254
2023 Q3	$75K	Hold	1,486	–	–	0.01%	234
2023 Q2	$78.9K	Buy	+1,486	New	+$78.7K	0.01%	248

Other funds holding VSGX

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

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

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 $13.1B AUM 24.63% 1-Year Est. Return

Oxford Financial Group's VSGX Position: Q1 2026 in Review

Oxford Financial Group held its Vanguard ESG International Stock ETF (VSGX) position steady in Q1 2026 at 1,635 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #260.

Oxford Financial Group first reported a position in VSGX in Q2 2023 and has held it in 12 quarters since. 438 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

Oxford Financial Group held 1,635 shares of Vanguard ESG International Stock ETF worth $117K as of Q1 2026.
Oxford Financial Group left its Vanguard ESG International Stock ETF share count unchanged in Q1 2026.
Vanguard ESG International Stock ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #260 holding.
Oxford Financial Group first reported a position in Vanguard ESG International Stock ETF in Q2 2023 and has held it in 12 quarters since.
438 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.