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Stearns Financial Services Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Stearns Financial Services 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
2020
Q3 		$816K Sell
15,811
-303
-2% -$15.6K 0.13% 75
2020
Q2 		$775K Buy
16,114
+186
+1% +$8.41K 0.12% 71
2020
Q1 		$655K Buy
+15,928
New +$785K 0.12% 71

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Stearns Financial Services Group's VSGX Position: Q3 2020 in Review

Stearns Financial Services Group reduced its Vanguard ESG International Stock ETF (VSGX) stake by 1.9% in Q3 2020, selling an estimated $15.6K and leaving 15,811 shares worth $816K. The position accounts for 0.13% of the portfolio, ranked #75.

Stearns Financial Services Group first reported a position in VSGX in Q1 2020 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold VSGX as of Q3 2020.

  • Stearns Financial Services Group held 15,811 shares of Vanguard ESG International Stock ETF worth $816K as of Q3 2020.
  • Stearns Financial Services Group sold 303 Vanguard ESG International Stock ETF shares in Q3 2020, an estimated $15.6K.
  • Vanguard ESG International Stock ETF made up 0.13% of Stearns Financial Services Group's portfolio in Q3 2020, its #75 holding.
  • Stearns Financial Services Group first reported a position in Vanguard ESG International Stock ETF in Q1 2020 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.