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

Morling 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
2025
Q2 		– Sell
-916
Closed -$54K – 127
2025
Q1 		$54K Hold
916
– – 0.02% 99
2024
Q4 		$51.9K Hold
916
– – 0.02% 93
2024
Q3 		$56.3K Buy
+916
New +$54K 0.02% 81
2023
Q2 		– Sell
-1,221
Closed -$63.9K – 84
2023
Q1 		$63.9K Sell
1,221
-111
-8% -$5.77K 0.07% 64
2022
Q4 		$65.5K Buy
+1,332
New +$63.3K 0.08% 62

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $254M AUM 11.77% 1-Year Est. Return

Morling Financial Advisors's VSGX Position: Q2 2025 in Review

Morling Financial Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2025, closing a stake of 916 shares — an estimated $54K sold.

Morling Financial Advisors first reported a position in VSGX in Q4 2022 and held it in 5 quarters. The position peaked at $65.5K in Q4 2022. 374 funds tracked by Wall St. Rank hold VSGX as of Q2 2025.

  • Morling Financial Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 916 Vanguard ESG International Stock ETF shares in Q2 2025, an estimated $54K.
  • Morling Financial Advisors first reported a position in Vanguard ESG International Stock ETF in Q4 2022 and held it in 5 quarters.
  • Morling Financial Advisors's Vanguard ESG International Stock ETF position peaked at $65.5K in Q4 2022.
  • 374 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2025.

Based on Morling Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.