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

Martel 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 		$739K Buy
8,981
+5,125
+133% +$407K 0.12% 36
2026
Q1 		$277K Sell
3,856
-244
-6% -$18.3K 0.05% 64
2025
Q4 		$294K Sell
4,100
-116
-3% -$8.18K 0.05% 58
2025
Q3 		$292K Sell
4,216
-138
-3% -$9.27K 0.05% 57
2025
Q2 		$285K Hold
4,354
– – 0.05% 57
2025
Q1 		$257K Sell
4,354
-51
-1% -$3.02K 0.05% 60
2024
Q4 		$250K Buy
4,405
+337
+8% +$19.9K 0.05% 62
2024
Q3 		$250K Buy
4,068
+206
+5% +$12.2K 0.05% 46
2024
Q2 		$221K Buy
3,862
+86
+2% +$4.92K 0.05% 51
2024
Q1 		$217K Sell
3,776
-1,398
-27% -$77.7K 0.05% 52
2023
Q4 		$286K Buy
5,174
+233
+5% +$12K 0.07% 41
2023
Q3 		$249K Buy
4,941
+170
+4% +$8.96K 0.06% 45
2023
Q2 		$253K Buy
4,771
+69
+1% +$3.66K 0.06% 45
2023
Q1 		$246K Buy
4,702
+258
+6% +$13.4K 0.06% 46
2022
Q4 		$219K Buy
+4,444
New +$211K 0.06% 47
2022
Q2 		– Sell
-3,807
Closed -$218K – 51
2022
Q1 		$218K Buy
+3,807
New +$224K 0.05% 47

Other funds holding VSGX

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
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
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
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

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

Martel Wealth Advisors increased its Vanguard ESG International Stock ETF (VSGX) stake by 133% in Q2 2026, buying an estimated $407K and bringing the position to 8,981 shares worth $739K. The position accounts for 0.12% of the portfolio, ranked #36.

Martel Wealth Advisors first reported a position in VSGX in Q1 2022 and has held it in 16 quarters since. 479 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

  • Martel Wealth Advisors held 8,981 shares of Vanguard ESG International Stock ETF worth $739K as of Q2 2026.
  • Martel Wealth Advisors bought 5,125 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $407K.
  • Vanguard ESG International Stock ETF made up 0.12% of Martel Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Martel Wealth Advisors first reported a position in Vanguard ESG International Stock ETF in Q1 2022 and has held it in 16 quarters since.
  • 479 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.