Carson Advisory’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Carson Advisory’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	$305K	Hold	3,700	–	–	0.14%	146
2026 Q1	$265K	Hold	3,700	–	–	0.14%	150
2025 Q4	$265K	Hold	3,700	–	–	0.14%	146
2025 Q3	$257K	Hold	3,700	–	–	0.14%	147
2025 Q2	$242K	Sell	3,700 -300	-8%	-$18.5K	0.15%	148
2025 Q1	$236K	Sell	4,000 -200	-5%	-$11.8K	0.16%	139
2024 Q4	$238K	Hold	4,200	–	–	0.17%	139
2024 Q3	$258K	Hold	4,200	–	–	0.16%	142
2024 Q2	$241K	Sell	4,200 -500	-11%	-$28.6K	0.17%	142
2024 Q1	$270K	Sell	4,700 -400	-8%	-$22.2K	0.19%	127
2023 Q4	$282K	Sell	5,100 -100	-2%	-$5.17K	0.22%	115
2023 Q3	$262K	Hold	5,200	–	–	0.23%	116
2023 Q2	$276K	Hold	5,200	–	–	0.23%	114
2023 Q1	$272K	Hold	5,200	–	–	0.24%	103
2022 Q4	$256K	Sell	5,200 -950	-15%	-$45.1K	0.25%	102
2022 Q3	$267K	Sell	6,150 -300	-5%	-$14.6K	0.3%	91
2022 Q2	$316K	Hold	6,450	–	–	0.35%	82
2022 Q1	$369K	Sell	6,450 -200	-3%	-$11.7K	0.37%	72
2021 Q4	$412K	Buy	+6,650	New	+$416K	0.42%	64

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

Carson Advisory's VSGX Position: Q2 2026 in Review

Carson Advisory held its Vanguard ESG International Stock ETF (VSGX) position steady in Q2 2026 at 3,700 shares worth $305K. The position accounts for 0.14% of the portfolio, ranked #146.

Carson Advisory first reported a position in VSGX in Q4 2021 and has held it in 19 quarters since. The position peaked at $412K in Q4 2021. 479 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Carson Advisory held 3,700 shares of Vanguard ESG International Stock ETF worth $305K as of Q2 2026.
Carson Advisory left its Vanguard ESG International Stock ETF share count unchanged in Q2 2026.
Vanguard ESG International Stock ETF made up 0.14% of Carson Advisory's portfolio in Q2 2026, its #146 holding.
Carson Advisory first reported a position in Vanguard ESG International Stock ETF in Q4 2021 and has held it in 19 quarters since.
Carson Advisory's Vanguard ESG International Stock ETF position peaked at $412K in Q4 2021.
479 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.