Wilbanks Smith & Thomas Asset Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$324K	Hold	5,630	–	–	0.01%	418
2023 Q4	$311K	Sell	5,630 -579	-9%	-$29.9K	0.01%	420
2023 Q3	$313K	Buy	6,209 +9	+0.1%	+$475	0.01%	390
2023 Q2	$329K	Buy	6,200 +4	+0.1%	+$212	0.01%	391
2023 Q1	$324K	Hold	6,196	–	–	0.01%	385
2022 Q4	$305K	Hold	6,196	–	–	0.01%	387
2022 Q3	$269K	Buy	6,196 +351	+6%	+$17.1K	0.01%	388
2022 Q2	$287K	Hold	5,845	–	–	0.01%	386
2022 Q1	$313K	Buy	5,845 +473	+9%	+$27.8K	0.01%	384
2021 Q4	$333K	Hold	5,372	–	–	0.01%	393
2021 Q3	$332K	Hold	5,372	–	–	0.01%	364
2021 Q2	$345K	Hold	5,372	–	–	0.01%	366
2021 Q1	$330K	Buy	+5,372	New	+$331K	0.01%	347

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VSGX Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its Vanguard ESG International Stock ETF (VSGX) position steady in Q1 2024 at 5,630 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #418.

Wilbanks Smith & Thomas Asset Management first reported a position in VSGX in Q1 2021 and has held it in 13 quarters since. The position peaked at $345K in Q2 2021. 316 funds tracked by Wall St. Rank hold VSGX as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 5,630 shares of Vanguard ESG International Stock ETF worth $324K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its Vanguard ESG International Stock ETF share count unchanged in Q1 2024.
Vanguard ESG International Stock ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #418 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard ESG International Stock ETF in Q1 2021 and has held it in 13 quarters since.
Wilbanks Smith & Thomas Asset Management's Vanguard ESG International Stock ETF position peaked at $345K in Q2 2021.
316 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.