Wipfli Financial Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Wipfli Financial 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
2022 Q3	$139K	Buy	+3,209	New	+$156K	0.01%	582

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Wipfli Financial Advisors's VSGX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard ESG International Stock ETF (VSGX) in Q3 2022: 3,209 shares worth $139K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings.

240 funds tracked by Wall St. Rank hold VSGX as of Q3 2022.

Wipfli Financial Advisors held 3,209 shares of Vanguard ESG International Stock ETF worth $139K as of Q3 2022.
Vanguard ESG International Stock ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard ESG International Stock ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #582 holding.
240 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.