Refined Wealth Management
VSGX icon

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

Refined 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
Q3 		$621K Sell
7,657
-765
-9% -$62.6K 0.35% 29
2026
Q2 		$693K Hold
8,422
– – 0.42% 28
2026
Q1 		$604K Sell
8,422
-230,251
-96% -$17.3M 0.38% 28
2025
Q4 		$17.1M Sell
238,673
-2,138
-0.9% -$151K 11.51% 1
2025
Q3 		$16.7M Sell
240,811
-2,614
-1% -$176K 10.73% 2
2025
Q2 		$15.9M Buy
243,425
+1,772
+0.7% +$109K 10.96% 3
2025
Q1 		$14.3M Sell
241,653
-34,991
-13% -$2.07M 11.66% 2
2024
Q4 		$15.7M Sell
276,644
-2,300
-0.8% -$136K 11.94% 3
2024
Q3 		$17.2M Buy
278,944
+5,311
+2% +$313K 13.23% 3
2024
Q2 		$15.7M Buy
273,633
+5,041
+2% +$288K 12.08% 3
2024
Q1 		$15.4M Sell
268,592
-4,358
-2% -$242K 10.87% 3
2023
Q4 		$15.1M Buy
272,950
+9,918
+4% +$512K 11.77% 3
2023
Q3 		$13.3M Buy
263,032
+6,337
+2% +$334K 11.91% 3
2023
Q2 		$13.6M Buy
256,695
+5,891
+2% +$312K 11.24% 3
2023
Q1 		$13.1M Buy
250,804
+4,647
+2% +$241K 11.6% 3
2022
Q4 		$12.1M Buy
246,157
+9,941
+4% +$472K 10.6% 3
2022
Q3 		$10.3M Buy
236,216
+18,190
+8% +$885K 9.26% 3
2022
Q2 		$10.7M Buy
218,026
+20,338
+10% +$1.07M 9.56% 3
2022
Q1 		$11.3M Buy
197,688
+120,499
+156% +$7.07M 9.56% 3
2021
Q4 		$4.79M Buy
77,189
+3,101
+4% +$194K 3.71% 10
2021
Q3 		$4.57M Buy
74,088
+4,118
+6% +$263K 3.7% 10
2021
Q2 		$4.49M Buy
+69,970
New +$4.47M 3.77% 11

Other funds holding VSGX

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Harpswell Capital Advisors
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Leo Wealth LLC
Leo Wealth LLC Hurst, Texas $471M AUM

Refined Wealth Management's VSGX Position: Q3 2026 in Review

Refined Wealth Management reduced its Vanguard ESG International Stock ETF (VSGX) stake by 9.1% in Q3 2026, selling an estimated $62.6K and leaving 7,657 shares worth $621K. The position accounts for 0.35% of the portfolio, ranked #29.

Refined Wealth Management first reported a position in VSGX in Q2 2021 and has held it in 22 quarters since. The position peaked at $17.2M in Q3 2024. 319 funds tracked by Wall St. Rank hold VSGX as of Q3 2026.

  • Refined Wealth Management held 7,657 shares of Vanguard ESG International Stock ETF worth $621K as of Q3 2026.
  • Refined Wealth Management sold 765 Vanguard ESG International Stock ETF shares in Q3 2026, an estimated $62.6K.
  • Vanguard ESG International Stock ETF made up 0.35% of Refined Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Refined Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q2 2021 and has held it in 22 quarters since.
  • Refined Wealth Management's Vanguard ESG International Stock ETF position peaked at $17.2M in Q3 2024.
  • 319 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.