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Davis Wealth Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Davis Wealth 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 		$318K Sell
3,856
-103
-3% -$8.17K 0.25% 61
2026
Q1 		$284K Buy
3,959
+162
+4% +$12.1K 0.24% 65
2025
Q4 		$272K Buy
+3,797
New +$268K 0.23% 66

Other funds holding VSGX

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
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
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
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

Davis Wealth Advisors's VSGX Position: Q2 2026 in Review

Davis Wealth Advisors reduced its Vanguard ESG International Stock ETF (VSGX) stake by 2.6% in Q2 2026, selling an estimated $8.17K and leaving 3,856 shares worth $318K. The position accounts for 0.25% of the portfolio, ranked #61.

Davis Wealth Advisors first reported a position in VSGX in Q4 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

  • Davis Wealth Advisors held 3,856 shares of Vanguard ESG International Stock ETF worth $318K as of Q2 2026.
  • Davis Wealth Advisors sold 103 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $8.17K.
  • Vanguard ESG International Stock ETF made up 0.25% of Davis Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Davis Wealth Advisors first reported a position in Vanguard ESG International Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

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