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

Capstone 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
2026 Q2	$231K	Sell	2,802 -92	-3%	-$7.3K	0.01%	170
2026 Q1	$208K	Buy	2,894 +49	+2%	+$3.67K	0.01%	170
2025 Q4	$204K	Buy	+2,845	New	+$201K	0.01%	170
2021 Q3	–	Sell	-4,159	Closed	-$267K	–	151
2021 Q2	$267K	Buy	4,159 +32	+0.8%	+$2.04K	0.02%	104
2021 Q1	$253K	Buy	4,127 +503	+14%	+$31K	0.02%	93
2020 Q4	$215K	Buy	+3,624	New	+$201K	0.02%	103

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

Capstone Financial Advisors's VSGX Position: Q2 2026 in Review

Capstone Financial Advisors reduced its Vanguard ESG International Stock ETF (VSGX) stake by 3.2% in Q2 2026, selling an estimated $7.3K and leaving 2,802 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #170.

Capstone Financial Advisors first reported a position in VSGX in Q4 2020 and has held it in 6 quarters since. The position peaked at $267K in Q2 2021. 477 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Capstone Financial Advisors held 2,802 shares of Vanguard ESG International Stock ETF worth $231K as of Q2 2026.
Capstone Financial Advisors sold 92 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $7.3K.
Vanguard ESG International Stock ETF made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #170 holding.
Capstone Financial Advisors first reported a position in Vanguard ESG International Stock ETF in Q4 2020 and has held it in 6 quarters since.
Capstone Financial Advisors's Vanguard ESG International Stock ETF position peaked at $267K in Q2 2021.
477 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.