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Wealthsimple’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Wealthsimple’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
2022
Q3 		$781K Buy
17,985
+343
+2% +$16.7K 0.03% 15
2022
Q2 		$865K Buy
17,642
+1,800
+11% +$94.9K 0.03% 14
2022
Q1 		$906K Sell
15,842
-3
-0% -$176 0.03% 14
2021
Q4 		$983K Buy
+15,845
New +$992K 0.03% 13

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wealthsimple's VSGX Position: Q3 2022 in Review

Wealthsimple increased its Vanguard ESG International Stock ETF (VSGX) stake by 1.9% in Q3 2022, buying an estimated $16.7K and bringing the position to 17,985 shares worth $781K. The position accounts for 0.03% of the portfolio, ranked #15.

Wealthsimple first reported a position in VSGX in Q4 2021 and has held it in 4 quarters since. The position peaked at $983K in Q4 2021. 240 funds tracked by Wall St. Rank hold VSGX as of Q3 2022.

  • Wealthsimple held 17,985 shares of Vanguard ESG International Stock ETF worth $781K as of Q3 2022.
  • Wealthsimple bought 343 Vanguard ESG International Stock ETF shares in Q3 2022, an estimated $16.7K.
  • Vanguard ESG International Stock ETF made up 0.03% of Wealthsimple's portfolio in Q3 2022, its #15 holding.
  • Wealthsimple first reported a position in Vanguard ESG International Stock ETF in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's Vanguard ESG International Stock ETF position peaked at $983K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.