Carr Financial Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Carr Financial 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	$4.13M	Buy	50,200 +8,212	+20%	+$651K	0.95%	22
2026 Q1	$3.01M	Buy	41,988 +799	+2%	+$59.9K	0.79%	25
2025 Q4	$2.95M	Buy	41,189 +55	+0.1%	+$3.88K	0.78%	26
2025 Q3	$2.85M	Buy	41,134 +5,193	+14%	+$349K	0.78%	25
2025 Q2	$2.35M	Buy	35,941 +350	+1%	+$21.6K	0.69%	30
2025 Q1	$2.1M	Buy	35,591 +227	+0.6%	+$13.4K	0.69%	30
2024 Q4	$2.01M	Buy	35,364 +304	+0.9%	+$18K	0.62%	32
2024 Q3	$2.16M	Buy	35,060 +221	+0.6%	+$13K	0.63%	34
2024 Q2	$2M	Buy	34,839 +339	+1%	+$19.4K	0.63%	35
2024 Q1	$1.98M	Buy	34,500 +8,000	+30%	+$445K	0.66%	35
2023 Q4	$1.46M	Buy	26,500 +1,000	+4%	+$51.7K	0.54%	35
2023 Q3	$1.3M	Buy	25,500 +2,000	+9%	+$105K	0.51%	35
2023 Q2	$1.25M	Buy	23,500 +15,000	+176%	+$795K	0.5%	37
2023 Q1	$445K	Buy	+8,500	New	+$442K	0.2%	94

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

Carr Financial Group's VSGX Position: Q2 2026 in Review

Carr Financial Group increased its Vanguard ESG International Stock ETF (VSGX) stake by 20% in Q2 2026, buying an estimated $651K and bringing the position to 50,200 shares worth $4.13M. The position accounts for 0.95% of the portfolio, ranked #22.

Carr Financial Group first reported a position in VSGX in Q1 2023 and has held it in 14 quarters since. 479 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Carr Financial Group held 50,200 shares of Vanguard ESG International Stock ETF worth $4.13M as of Q2 2026.
Carr Financial Group bought 8,212 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $651K.
Vanguard ESG International Stock ETF made up 0.95% of Carr Financial Group's portfolio in Q2 2026, its #22 holding.
Carr Financial Group first reported a position in Vanguard ESG International Stock ETF in Q1 2023 and has held it in 14 quarters since.
479 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.