Beta Wealth Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Beta Wealth Group’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	$1.98M	Buy	24,092 +94	+0.4%	+$7.46K	0.74%	29
2026 Q1	$1.72M	Sell	23,998 -873	-4%	-$65.5K	0.71%	33
2025 Q4	$1.78M	Sell	24,871 -421	-2%	-$29.7K	0.72%	34
2025 Q3	$1.75M	Sell	25,292 -818	-3%	-$54.9K	0.69%	33
2025 Q2	$1.71M	Buy	+26,110	New	+$1.61M	0.63%	41
2024 Q4	–	Sell	-3,327	Closed	-$205K	–	114
2024 Q3	$205K	Buy	+3,327	New	+$196K	0.09%	102

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

Beta Wealth Group's VSGX Position: Q2 2026 in Review

Beta Wealth Group increased its Vanguard ESG International Stock ETF (VSGX) stake by 0.39% in Q2 2026, buying an estimated $7.46K and bringing the position to 24,092 shares worth $1.98M. The position accounts for 0.74% of the portfolio, ranked #29.

Beta Wealth Group first reported a position in VSGX in Q3 2024 and has held it in 6 quarters since. 479 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Beta Wealth Group held 24,092 shares of Vanguard ESG International Stock ETF worth $1.98M as of Q2 2026.
Beta Wealth Group bought 94 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $7.46K.
Vanguard ESG International Stock ETF made up 0.74% of Beta Wealth Group's portfolio in Q2 2026, its #29 holding.
Beta Wealth Group first reported a position in Vanguard ESG International Stock ETF in Q3 2024 and has held it in 6 quarters since.
479 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.