SWG
VSGX icon

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

Summit Wealth 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
2026
Q1 		$1.56M Sell
21,774
-261
-1% -$19.6K 0.36% 41
2025
Q4 		$1.58M Sell
22,035
-350
-2% -$24.7K 0.37% 39
2025
Q3 		$1.55M Sell
22,385
-700
-3% -$47K 0.38% 40
2025
Q2 		$1.51M Hold
23,085
– – 0.39% 41
2025
Q1 		$1.36M Hold
23,085
– – 0.4% 37
2024
Q4 		$1.31M Hold
23,085
– – 0.38% 40
2024
Q3 		$1.42M Hold
23,085
– – 0.41% 39
2024
Q2 		$1.32M Buy
+23,085
New +$1.32M 0.4% 36
2023
Q3 		– Sell
-22,985
Closed -$1.22M – 75
2023
Q2 		$1.22M Sell
22,985
-129,173
-85% -$6.84M 0.49% 30
2023
Q1 		$3K Buy
+152,158
New +$7.9M 0.07% 77

Other funds holding VSGX

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
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
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
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