Confluence Wealth Services’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Confluence Wealth Services’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	$499K	Buy	6,064 +7	+0.1%	+$555	0.01%	330
2026 Q1	$434K	Buy	6,057 +477	+9%	+$35.8K	0.02%	280
2025 Q4	$400K	Buy	5,580 +65	+1%	+$4.59K	0.02%	282
2025 Q3	$383K	Buy	5,515 +2	+0%	+$134	0.02%	285
2025 Q2	$361K	Buy	5,513 +4	+0.1%	+$247	0.02%	285
2025 Q1	$327K	Buy	5,509 +2	+0%	+$118	0.02%	280
2024 Q4	$321K	Sell	5,507 -25	-0.5%	-$1.48K	0.02%	270
2024 Q3	$340K	Buy	5,532 +85	+2%	+$5.01K	0.02%	265
2024 Q2	$312K	Buy	5,447 +636	+13%	+$36.4K	0.02%	291
2024 Q1	$276K	Buy	4,811 +414	+9%	+$23K	0.02%	279
2023 Q4	$243K	Buy	+4,397	New	+$227K	0.03%	263
2022 Q1	–	Sell	-1,937	Closed	-$120K	–	1149
2021 Q4	$120K	Buy	+1,937	New	+$121K	0.04%	299

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

Confluence Wealth Services's VSGX Position: Q2 2026 in Review

Confluence Wealth Services increased its Vanguard ESG International Stock ETF (VSGX) stake by 0.12% in Q2 2026, buying an estimated $555 and bringing the position to 6,064 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #330.

Confluence Wealth Services first reported a position in VSGX in Q4 2021 and has held it in 12 quarters since. 477 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Confluence Wealth Services held 6,064 shares of Vanguard ESG International Stock ETF worth $499K as of Q2 2026.
Confluence Wealth Services bought 7 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $555.
Vanguard ESG International Stock ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #330 holding.
Confluence Wealth Services first reported a position in Vanguard ESG International Stock ETF in Q4 2021 and has held it in 12 quarters since.
477 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.