Tiedemann Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Tiedemann 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
2023 Q3	$427K	Buy	8,475 +740	+10%	+$39K	0.02%	180
2023 Q2	$411K	Hold	7,735	–	–	0.02%	175
2023 Q1	$405K	Buy	+7,735	New	+$402K	0.02%	170
2022 Q2	–	Sell	-28,232	Closed	-$1.61M	–	303
2022 Q1	$1.61M	Buy	28,232 +19,050	+207%	+$1.12M	0.08%	106
2021 Q4	$569K	Buy	+9,182	New	+$575K	0.03%	181
2021 Q3	–	Sell	-6,052	Closed	-$388K	–	369
2021 Q2	$388K	Hold	6,052	–	–	0.02%	258
2021 Q1	$372K	Hold	6,052	–	–	0.02%	242
2020 Q4	$359K	Sell	6,052 -27,570	-82%	-$1.53M	0.02%	236
2020 Q3	$1.74M	Buy	33,622 +24,238	+258%	+$1.25M	0.08%	137
2020 Q2	$451K	Hold	9,384	–	–	0.02%	218
2020 Q1	$386K	Buy	9,384 +934	+11%	+$46K	0.03%	217
2019 Q4	$452K	Buy	+8,450	New	+$434K	0.02%	217

Other funds holding VSGX

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tiedemann Advisors's VSGX Position: Q3 2023 in Review

Tiedemann Advisors increased its Vanguard ESG International Stock ETF (VSGX) stake by 9.6% in Q3 2023, buying an estimated $39K and bringing the position to 8,475 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #180.

Tiedemann Advisors first reported a position in VSGX in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.74M in Q3 2020. 276 funds tracked by Wall St. Rank hold VSGX as of Q3 2023.

Tiedemann Advisors held 8,475 shares of Vanguard ESG International Stock ETF worth $427K as of Q3 2023.
Tiedemann Advisors bought 740 Vanguard ESG International Stock ETF shares in Q3 2023, an estimated $39K.
Vanguard ESG International Stock ETF made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #180 holding.
Tiedemann Advisors first reported a position in Vanguard ESG International Stock ETF in Q4 2019 and has held it in 12 quarters since.
Tiedemann Advisors's Vanguard ESG International Stock ETF position peaked at $1.74M in Q3 2020.
276 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.