Simon Quick Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Simon Quick Advisors’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	–	Sell	-7,928	Closed	-$550K	–	434
2025 Q3	$550K	Hold	7,928	–	–	0.02%	259
2025 Q2	$519K	Buy	+7,928	New	+$489K	0.03%	243
2022 Q3	–	Sell	-4,162	Closed	-$211K	–	214
2022 Q2	$211K	Buy	+4,162	New	+$220K	0.03%	162

Other funds holding VSGX

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $672B AUM 33.48% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Simon Quick Advisors's VSGX Position: Q4 2025 in Review

Simon Quick Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2025, closing a stake of 7,928 shares — an estimated $550K sold.

Simon Quick Advisors first reported a position in VSGX in Q2 2022 and held it in 3 quarters. The position peaked at $550K in Q3 2025. 432 funds tracked by Wall St. Rank hold VSGX as of Q4 2025.

Simon Quick Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q4 2025 after selling out during the quarter.
Simon Quick Advisors sold 7,928 Vanguard ESG International Stock ETF shares in Q4 2025, an estimated $550K.
Simon Quick Advisors first reported a position in Vanguard ESG International Stock ETF in Q2 2022 and held it in 3 quarters.
Simon Quick Advisors's Vanguard ESG International Stock ETF position peaked at $550K in Q3 2025.
432 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2025.

Based on Simon Quick Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.