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

Heritage 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	–	Sell	-150	Closed	-$10.8K	–	735
2026 Q1	$10.8K	Hold	150	–	–	﹤0.01%	511
2025 Q4	$10.7K	Hold	150	–	–	﹤0.01%	449
2025 Q3	$10.4K	Hold	150	–	–	﹤0.01%	423
2025 Q2	$9.82K	Buy	+150	New	+$9.25K	﹤0.01%	423

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

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

Heritage Wealth Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2026, closing a stake of 150 shares — an estimated $10.8K sold.

Heritage Wealth Advisors first reported a position in VSGX in Q2 2025 and held it in 4 quarters. The position peaked at $10.8K in Q1 2026. 479 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Heritage Wealth Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q2 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 150 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $10.8K.
Heritage Wealth Advisors first reported a position in Vanguard ESG International Stock ETF in Q2 2025 and held it in 4 quarters.
Heritage Wealth Advisors's Vanguard ESG International Stock ETF position peaked at $10.8K in Q1 2026.
479 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

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