Level Financial Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Level Financial 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	$326K	Hold	3,965	–	–	0.07%	76
2026 Q1	$284K	Hold	3,965	–	–	0.07%	77
2025 Q4	$284K	Sell	3,965 -647	-14%	-$45.6K	0.08%	78
2025 Q3	$320K	Hold	4,612	–	–	0.09%	79
2025 Q2	$302K	Hold	4,612	–	–	0.09%	76
2025 Q1	$272K	Hold	4,612	–	–	0.09%	77
2024 Q4	$261K	Sell	4,612 -317	-6%	-$18.7K	0.1%	72
2024 Q3	$303K	Hold	4,929	–	–	0.12%	66
2024 Q2	$282K	Hold	4,929	–	–	0.12%	60
2024 Q1	$283K	Hold	4,929	–	–	0.13%	62
2023 Q4	$272K	Hold	4,929	–	–	0.13%	57
2023 Q3	$249K	Hold	4,929	–	–	0.14%	53
2023 Q2	$262K	Hold	4,929	–	–	0.15%	52
2023 Q1	$258K	Hold	4,929	–	–	0.15%	49
2022 Q4	$242K	Sell	4,929 -142	-3%	-$6.75K	0.16%	47
2022 Q3	$220K	Buy	5,071 +510	+11%	+$24.8K	0.16%	48
2022 Q2	$224K	Buy	4,561 +79	+2%	+$4.17K	0.16%	46
2022 Q1	$256K	Buy	+4,482	New	+$263K	0.2%	36

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

Level Financial Advisors's VSGX Position: Q2 2026 in Review

Level Financial Advisors held its Vanguard ESG International Stock ETF (VSGX) position steady in Q2 2026 at 3,965 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #76.

Level Financial Advisors first reported a position in VSGX in Q1 2022 and has held it in 18 quarters since. 482 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Level Financial Advisors held 3,965 shares of Vanguard ESG International Stock ETF worth $326K as of Q2 2026.
Level Financial Advisors left its Vanguard ESG International Stock ETF share count unchanged in Q2 2026.
Vanguard ESG International Stock ETF made up 0.07% of Level Financial Advisors's portfolio in Q2 2026, its #76 holding.
Level Financial Advisors first reported a position in Vanguard ESG International Stock ETF in Q1 2022 and has held it in 18 quarters since.
482 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.