MFGP
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Marshall Financial Group (Pennsylvania)’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Marshall Financial Group (Pennsylvania)’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
2025
Q3 		$1.98M Buy
28,573
+54
+0.2% +$3.63K 0.55% 23
2025
Q2 		$1.87M Buy
28,519
+383
+1% +$23.6K 0.56% 23
2025
Q1 		$1.66M Buy
28,136
+37
+0.1% +$2.19K 0.52% 26
2024
Q4 		$1.59M Buy
28,099
+811
+3% +$47.9K 0.49% 29
2024
Q3 		$1.68M Buy
27,288
+728
+3% +$42.9K 0.51% 27
2024
Q2 		$1.52M Buy
26,560
+253
+1% +$14.5K 0.49% 28
2024
Q1 		$1.51M Buy
26,307
+1,208
+5% +$67.2K 0.5% 27
2023
Q4 		$1.39M Buy
25,099
+8,072
+47% +$417K 0.5% 28
2023
Q3 		$859K Buy
17,027
+323
+2% +$17K 0.35% 27
2023
Q2 		$887K Sell
16,704
-1,281
-7% -$67.9K 0.34% 28
2023
Q1 		$942K Buy
17,985
+700
+4% +$36.4K 0.38% 29
2022
Q4 		$850K Buy
17,285
+2,386
+16% +$113K 0.37% 29
2022
Q3 		$647K Buy
14,899
+5,141
+53% +$250K 0.31% 33
2022
Q2 		$479K Sell
9,758
-244
-2% -$12.9K 0.22% 40
2022
Q1 		$572K Sell
10,002
-832
-8% -$48.8K 0.23% 38
2021
Q4 		$672K Buy
10,834
+3,161
+41% +$198K 0.26% 35
2021
Q3 		$474K Buy
7,673
+2,412
+46% +$154K 0.2% 40
2021
Q2 		$337K Buy
5,261
+34
+0.7% +$2.17K 0.14% 45
2021
Q1 		$321K Sell
5,227
-640
-11% -$39.4K 0.15% 44
2020
Q4 		$348K Buy
5,867
+2
+0% +$111 0.17% 45
2020
Q3 		$303K Buy
+5,865
New +$302K 0.18% 43

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s VSGX Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Vanguard ESG International Stock ETF (VSGX) stake by 0.19% in Q3 2025, buying an estimated $3.63K and bringing the position to 28,573 shares worth $1.98M. The position accounts for 0.55% of the portfolio, ranked #23.

Marshall Financial Group (Pennsylvania) first reported a position in VSGX in Q3 2020 and has held it in 21 quarters since. 397 funds tracked by Wall St. Rank hold VSGX as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 28,573 shares of Vanguard ESG International Stock ETF worth $1.98M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 54 Vanguard ESG International Stock ETF shares in Q3 2025, an estimated $3.63K.
  • Vanguard ESG International Stock ETF made up 0.55% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #23 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Vanguard ESG International Stock ETF in Q3 2020 and has held it in 21 quarters since.
  • 397 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.