RWM
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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
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

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

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

Refined Wealth Management reduced its Vanguard ESG International Stock ETF (VSGX) stake by 96% in Q1 2026, selling an estimated $17.3M and leaving 8,422 shares worth $604K. The position accounts for 0.38% of the portfolio, ranked #28.

Refined Wealth Management first reported a position in VSGX in Q2 2021 and has held it in 20 quarters since. The position peaked at $17.2M in Q3 2024. 437 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

  • Refined Wealth Management held 8,422 shares of Vanguard ESG International Stock ETF worth $604K as of Q1 2026.
  • Refined Wealth Management sold 230,251 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $17.3M.
  • Vanguard ESG International Stock ETF made up 0.38% of Refined Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Refined Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q2 2021 and has held it in 20 quarters since.
  • Refined Wealth Management's Vanguard ESG International Stock ETF position peaked at $17.2M in Q3 2024.
  • 437 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.