Joel Adams & Associates’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Joel Adams & Associates’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	$11.9M	Buy	144,564 +1,945	+1%	+$154K	7.64%	4
2026 Q1	$10.2M	Sell	142,619 -2,640	-2%	-$198K	7.6%	4
2025 Q4	$10.4M	Buy	145,259 +6,449	+5%	+$455K	7.82%	4
2025 Q3	$9.63M	Sell	138,810 -3,227	-2%	-$217K	7.77%	4
2025 Q2	$9.3M	Sell	142,037 -12,680	-8%	-$782K	8.24%	5
2025 Q1	$9.13M	Sell	154,717 -4,644	-3%	-$275K	8.21%	5
2024 Q4	$9.04M	Buy	+159,361	New	+$9.41M	8.21%	5

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

Joel Adams & Associates's VSGX Position: Q2 2026 in Review

Joel Adams & Associates increased its Vanguard ESG International Stock ETF (VSGX) stake by 1.4% in Q2 2026, buying an estimated $154K and bringing the position to 144,564 shares worth $11.9M. The position accounts for 7.64% of the portfolio, ranked #4.

Joel Adams & Associates first reported a position in VSGX in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Joel Adams & Associates held 144,564 shares of Vanguard ESG International Stock ETF worth $11.9M as of Q2 2026.
Joel Adams & Associates bought 1,945 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $154K.
Vanguard ESG International Stock ETF made up 7.64% of Joel Adams & Associates's portfolio in Q2 2026, its #4 holding.
Joel Adams & Associates first reported a position in Vanguard ESG International Stock ETF in Q4 2024 and has held it in 7 quarters since.
479 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.