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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
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

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $134M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Heritage Wealth Advisors's VSGX Position: Q1 2026 in Review

Heritage Wealth Advisors held its Vanguard ESG International Stock ETF (VSGX) position steady in Q1 2026 at 150 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Heritage Wealth Advisors first reported a position in VSGX in Q2 2025 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

  • Heritage Wealth Advisors held 150 shares of Vanguard ESG International Stock ETF worth $10.8K as of Q1 2026.
  • Heritage Wealth Advisors left its Vanguard ESG International Stock ETF share count unchanged in Q1 2026.
  • Vanguard ESG International Stock ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #511 holding.
  • Heritage Wealth Advisors first reported a position in Vanguard ESG International Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.