SageView Advisory Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

SageView Advisory 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
2025 Q4	$8.63M	Sell	120,539 -268	-0.2%	-$18.9K	0.29%	43
2025 Q3	$8.38M	Buy	120,807 +1,765	+1%	+$119K	0.29%	43
2025 Q2	$7.84M	Buy	119,042 +5,403	+5%	+$333K	0.3%	39
2025 Q1	$6.7M	Buy	113,639 +33,886	+42%	+$2M	0.29%	40
2024 Q4	$4.52M	Buy	79,753 +1,222	+2%	+$72.2K	0.19%	65
2024 Q3	$4.83M	Buy	78,531 +571	+0.7%	+$33.7K	0.25%	52
2024 Q2	$4.46M	Buy	77,960 +68,668	+739%	+$3.92M	0.21%	64
2024 Q1	$1.7M	Sell	9,292 -47,719	-84%	-$2.65M	0.09%	133
2023 Q4	$3.12M	Buy	+57,011	New	+$2.95M	0.13%	94

Other funds holding VSGX

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $134M AUM

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

SageView Advisory Group's VSGX Position: Q4 2025 in Review

SageView Advisory Group reduced its Vanguard ESG International Stock ETF (VSGX) stake by 0.22% in Q4 2025, selling an estimated $18.9K and leaving 120,539 shares worth $8.63M. The position accounts for 0.29% of the portfolio, ranked #43.

SageView Advisory Group first reported a position in VSGX in Q4 2023 and has held it in 9 quarters since. 431 funds tracked by Wall St. Rank hold VSGX as of Q4 2025.

SageView Advisory Group held 120,539 shares of Vanguard ESG International Stock ETF worth $8.63M as of Q4 2025.
SageView Advisory Group sold 268 Vanguard ESG International Stock ETF shares in Q4 2025, an estimated $18.9K.
Vanguard ESG International Stock ETF made up 0.29% of SageView Advisory Group's portfolio in Q4 2025, its #43 holding.
SageView Advisory Group first reported a position in Vanguard ESG International Stock ETF in Q4 2023 and has held it in 9 quarters since.
431 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.