Great Valley Advisor Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Great Valley Advisor 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	$706K	Sell	8,576 -618	-7%	-$49K	0.01%	617
2026 Q1	$660K	Buy	9,194 +2,952	+47%	+$221K	0.01%	600
2025 Q4	$447K	Sell	6,242 -432	-6%	-$30.5K	0.01%	657
2025 Q3	$463K	Buy	6,674 +46	+0.7%	+$3.09K	0.01%	643
2025 Q2	$434K	Buy	6,628 +2,923	+79%	+$180K	0.01%	643
2025 Q1	$218K	Buy	3,705 +3	+0.1%	+$177	﹤0.01%	809
2024 Q4	$210K	Buy	3,702 +141	+4%	+$8.33K	﹤0.01%	805
2024 Q3	$219K	Buy	+3,561	New	+$210K	0.01%	782

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 $152M AUM 8.39% 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

Great Valley Advisor Group's VSGX Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Vanguard ESG International Stock ETF (VSGX) stake by 6.7% in Q2 2026, selling an estimated $49K and leaving 8,576 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #617.

Great Valley Advisor Group first reported a position in VSGX in Q3 2024 and has held it in 8 quarters since. 482 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Great Valley Advisor Group held 8,576 shares of Vanguard ESG International Stock ETF worth $706K as of Q2 2026.
Great Valley Advisor Group sold 618 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $49K.
Vanguard ESG International Stock ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #617 holding.
Great Valley Advisor Group first reported a position in Vanguard ESG International Stock ETF in Q3 2024 and has held it in 8 quarters since.
482 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.