Vanguard ESG International Stock ETF provides diversified, low-cost exposure to ex-U.S. equities with ESG screening. The fund tilts toward large/mega-cap financials and technology, with significant allocation to Japan. VSGX has underperformed both its benchmark (VXUS) and the developed markets ESG ETF ESGD since inception.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 34,087 | $2.18M | $2.75M | $570,269.37 | 26.11% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 14,393 | $797,160.47 | $1.16M | $360,900.31 | 45.27% |
| MG Michelle Graham NORTHSTAR ASSET MANAGEMENT Inc. | 184,289 | $13.21M | $14.9M | $1.69M | 12.82% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 7,663 | $449,439.93 | $616,411.72 | $166,971.79 | 37.15% |
Chilton Investment Chilton Investment Co Inc. | 3,615 | $259,304 | $290,862.9 | $31,558.9 | 12.17% |
| BATS Exchange | US Country |
The provided company information pertains to a fund that operates by mimicking an index through sampling. This method involves the fund holding a diverse array of securities that collectively resemble the index in terms of key attributes. The index, which the fund seeks to approximate, takes into account large-, mid-, and small-cap stocks from companies situated in developed and emerging markets outside the United States. These companies are selected based on specific environmental, social, and corporate governance (ESG) criteria established by the index sponsor, a party independent from Vanguard. This approach highlights the fund's commitment to investing in companies that meet specific ESG standards, reflecting a focus on sustainability alongside financial performance.
This product offers investors the opportunity to engage with a fund that prioritizes environmental, social, and governance standards. By investing in a mix of large-, mid-, and small-cap stocks across developed and emerging markets—excluding the United States—this fund provides a diversified investment portfolio. The stocks are selected based on ESG criteria, ensuring that investments align with specific sustainability and ethical guidelines.
The fund employs a strategy of sampling the index, which involves selecting a representative collection of securities that collectively reproduces the index's key characteristics. This strategy focuses on building a portfolio that mirrors the market capitalization-weighted index of ESG-screened companies in developed and emerging markets outside the U.S. By approximating the full index, the fund aims to achieve similar performance characteristics, offering investors an approach that balances diversification with the pursuit of index-like returns.