RCWMU
VSGX icon

Rothschild & Co Wealth Management (UK)’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2024
Q4 		– Sell
-4,342
Closed -$267K – 34
2024
Q3 		$267K Hold
4,342
– – ﹤0.01% 32
2024
Q2 		$249K Hold
4,342
– – ﹤0.01% 33
2024
Q1 		$250K Hold
4,342
– – ﹤0.01% 33
2023
Q4 		$240K Hold
4,342
– – ﹤0.01% 33
2023
Q3 		$219K Hold
4,342
– – ﹤0.01% 33
2023
Q2 		$231K Hold
4,342
– – ﹤0.01% 32
2023
Q1 		$227K Sell
4,342
-268
-6% -$13.9K ﹤0.01% 31
2022
Q4 		$227K Sell
4,610
-281
-6% -$13.4K 0.01% 30
2022
Q3 		$212K Hold
4,891
– – 0.01% 29
2022
Q2 		$240K Hold
4,891
– – 0.01% 29
2022
Q1 		$280K Hold
4,891
– – 0.01% 28
2021
Q4 		$303K Hold
4,891
– – 0.01% 28
2021
Q3 		$302K Hold
4,891
– – 0.01% 29
2021
Q2 		$314K Sell
4,891
-2,046
-29% -$131K 0.01% 30
2021
Q1 		$426K Hold
6,937
– – 0.01% 29
2020
Q4 		$411K Hold
6,937
– – 0.01% 29
2020
Q3 		$358K Buy
6,937
+3,244
+88% +$167K 0.01% 29
2020
Q2 		$178K Buy
+3,693
New +$167K ﹤0.01% 32

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DP
Dundas Partners Edinburgh, United Kingdom $1.25B AUM 13.92% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s VSGX Position: Q4 2024 in Review

Rothschild & Co Wealth Management (UK) sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2024, closing a stake of 4,342 shares — an estimated $267K sold.

Rothschild & Co Wealth Management (UK) first reported a position in VSGX in Q2 2020 and held it in 18 quarters. The position peaked at $426K in Q1 2021. 358 funds tracked by Wall St. Rank hold VSGX as of Q4 2024.

  • Rothschild & Co Wealth Management (UK) reported no remaining Vanguard ESG International Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 4,342 Vanguard ESG International Stock ETF shares in Q4 2024, an estimated $267K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Vanguard ESG International Stock ETF in Q2 2020 and held it in 18 quarters.
  • Rothschild & Co Wealth Management (UK)'s Vanguard ESG International Stock ETF position peaked at $426K in Q1 2021.
  • 358 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2024.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q4 2024, filed 17 Jan 2025.