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

Opal 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
Q1 		$859K Sell
11,975
-631
-5% -$47.3K 0.19% 52
2025
Q4 		$903K Sell
12,606
-235
-2% -$16.6K 0.24% 55
2025
Q3 		$891K Buy
+12,841
New +$863K 0.25% 51

Other funds holding VSGX

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Opal Wealth Advisors's VSGX Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Vanguard ESG International Stock ETF (VSGX) stake by 5% in Q1 2026, selling an estimated $47.3K and leaving 11,975 shares worth $859K. The position accounts for 0.19% of the portfolio, ranked #52.

Opal Wealth Advisors first reported a position in VSGX in Q3 2025 and has held it in 3 quarters since. The position peaked at $903K in Q4 2025. 437 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

  • Opal Wealth Advisors held 11,975 shares of Vanguard ESG International Stock ETF worth $859K as of Q1 2026.
  • Opal Wealth Advisors sold 631 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $47.3K.
  • Vanguard ESG International Stock ETF made up 0.19% of Opal Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Opal Wealth Advisors first reported a position in Vanguard ESG International Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • Opal Wealth Advisors's Vanguard ESG International Stock ETF position peaked at $903K in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.