Balanced Rock Investment Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Balanced Rock Investment 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
2026 Q2	$3.6M	Sell	43,732 -1,600	-4%	-$127K	2.25%	15
2026 Q1	$3.25M	Sell	45,332 -870	-2%	-$65.2K	2.28%	13
2025 Q4	$3.31M	Sell	46,202 -374	-0.8%	-$26.4K	2.35%	13
2025 Q3	$3.23M	Sell	46,576 -837	-2%	-$56.2K	2.36%	11
2025 Q2	$3.11M	Sell	47,413 -1,887	-4%	-$116K	2.44%	11
2025 Q1	$2.91M	Sell	49,300 -3,300	-6%	-$195K	2.32%	14
2024 Q4	$2.98M	Sell	52,600 -3,823	-7%	-$226K	2.36%	13
2024 Q3	$3.47M	Sell	56,423 -1,298	-2%	-$76.6K	2.72%	11
2024 Q2	$3.31M	Sell	57,721 -209	-0.4%	-$11.9K	2.78%	11
2024 Q1	$3.33M	Sell	57,930 -1,552	-3%	-$86.3K	2.84%	10
2023 Q4	$3.29M	Buy	+59,482	New	+$3.07M	2.92%	9

Other funds holding VSGX

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Balanced Rock Investment Advisors's VSGX Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Vanguard ESG International Stock ETF (VSGX) stake by 3.5% in Q2 2026, selling an estimated $127K and leaving 43,732 shares worth $3.6M. The position accounts for 2.25% of the portfolio, ranked #15.

Balanced Rock Investment Advisors first reported a position in VSGX in Q4 2023 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Balanced Rock Investment Advisors held 43,732 shares of Vanguard ESG International Stock ETF worth $3.6M as of Q2 2026.
Balanced Rock Investment Advisors sold 1,600 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $127K.
Vanguard ESG International Stock ETF made up 2.25% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #15 holding.
Balanced Rock Investment Advisors first reported a position in Vanguard ESG International Stock ETF in Q4 2023 and has held it in 11 quarters since.
479 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.