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Advyzon Investment Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Advyzon Investment 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
2026
Q1 		$715K Buy
9,968
+35
+0.4% +$2.63K 0.06% 292
2025
Q4 		$711K Buy
9,933
+4,747
+92% +$335K 0.08% 248
2025
Q3 		$360K Sell
5,186
-36
-0.7% -$2.42K 0.06% 286
2025
Q2 		$342K Buy
5,222
+342
+7% +$21.1K 0.08% 251
2025
Q1 		$288K Buy
4,880
+53
+1% +$3.13K 0.1% 191
2024
Q4 		$274K Buy
+4,827
New +$285K 0.11% 176

Other funds holding VSGX

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
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
HCA
Harpswell Capital Advisors Yarmouth, Maine $134M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Advyzon Investment Management's VSGX Position: Q1 2026 in Review

Advyzon Investment Management increased its Vanguard ESG International Stock ETF (VSGX) stake by 0.35% in Q1 2026, buying an estimated $2.63K and bringing the position to 9,968 shares worth $715K. The position accounts for 0.06% of the portfolio, ranked #292.

Advyzon Investment Management first reported a position in VSGX in Q4 2024 and has held it in 6 quarters since. 437 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

  • Advyzon Investment Management held 9,968 shares of Vanguard ESG International Stock ETF worth $715K as of Q1 2026.
  • Advyzon Investment Management bought 35 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $2.63K.
  • Vanguard ESG International Stock ETF made up 0.06% of Advyzon Investment Management's portfolio in Q1 2026, its #292 holding.
  • Advyzon Investment Management first reported a position in Vanguard ESG International Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • 437 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.