Farrell Financial’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Farrell Financial’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	$7.88M	Buy	95,680 +2,356	+3%	+$187K	4.26%	7
2026 Q1	$6.69M	Buy	93,324 +589	+0.6%	+$44.2K	4%	7
2025 Q4	$6.64M	Buy	92,735 +7,316	+9%	+$516K	3.92%	9
2025 Q3	$5.93M	Buy	85,419 +3,704	+5%	+$249K	3.71%	10
2025 Q2	$5.35M	Buy	81,715 +959	+1%	+$59.1K	3.59%	10
2025 Q1	$4.76M	Buy	80,756 +1,897	+2%	+$112K	3.47%	10
2024 Q4	$4.47M	Buy	78,859 +3,025	+4%	+$179K	3.2%	11
2024 Q3	$4.49M	Buy	75,834 +3,622	+5%	+$214K	3.17%	11
2024 Q2	$4.14M	Buy	72,212 +2,230	+3%	+$127K	3.22%	11
2024 Q1	$4.02M	Buy	69,982 +12,502	+22%	+$695K	3.29%	11
2023 Q4	$2.9M	Buy	+57,480	New	+$2.97M	2.9%	13

Other funds holding VSGX

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

New Covenant Trust Company Jeffersonville, Indiana $133M AUM 28.4% 1-Year Est. Return

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return