Sterling Group Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Sterling Group 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	$364K	Sell	5,078 -650	-11%	-$48.7K	0.17%	38
2025 Q4	$410K	Sell	5,728 -309	-5%	-$21.8K	0.2%	36
2025 Q3	$419K	Buy	6,037 +31	+0.5%	+$2.08K	0.21%	34
2025 Q2	$393K	Buy	6,006 +366	+6%	+$22.6K	0.22%	33
2025 Q1	$333K	Sell	5,640 -787	-12%	-$46.5K	0.18%	41
2024 Q4	$364K	Sell	6,427 -298	-4%	-$17.6K	0.19%	39
2024 Q3	$414K	Sell	6,725 -700	-9%	-$41.3K	0.22%	32
2024 Q2	$425K	Buy	+7,425	New	+$424K	0.24%	31
2024 Q1	–	Sell	-13,704	Closed	-$758K	–	49
2023 Q4	$758K	Sell	13,704 -3,935	-22%	-$203K	0.59%	16
2023 Q3	$890K	Buy	17,639 +1,082	+7%	+$57.1K	0.84%	15
2023 Q2	$879K	Buy	16,557 +449	+3%	+$23.8K	0.76%	15
2023 Q1	$843K	Buy	16,108 +2,437	+18%	+$127K	0.8%	15
2022 Q4	$672K	Buy	+13,671	New	+$650K	0.66%	18

Other funds holding VSGX

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

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

HCA

Harpswell Capital Advisors Yarmouth, Maine $134M AUM

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 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

Sterling Group Wealth Management's VSGX Position: Q1 2026 in Review

Sterling Group Wealth Management reduced its Vanguard ESG International Stock ETF (VSGX) stake by 11% in Q1 2026, selling an estimated $48.7K and leaving 5,078 shares worth $364K. The position accounts for 0.17% of the portfolio, ranked #38.

Sterling Group Wealth Management first reported a position in VSGX in Q4 2022 and has held it in 13 quarters since. The position peaked at $890K in Q3 2023. 437 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

Sterling Group Wealth Management held 5,078 shares of Vanguard ESG International Stock ETF worth $364K as of Q1 2026.
Sterling Group Wealth Management sold 650 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $48.7K.
Vanguard ESG International Stock ETF made up 0.17% of Sterling Group Wealth Management's portfolio in Q1 2026, its #38 holding.
Sterling Group Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q4 2022 and has held it in 13 quarters since.
Sterling Group Wealth Management's Vanguard ESG International Stock ETF position peaked at $890K in Q3 2023.
437 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.