Orgel Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Orgel Wealth Management’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	$10.3M	Sell	124,727 -1,372	-1%	-$109K	0.19%	28
2026 Q1	$9.05M	Buy	126,099 +47,364	+60%	+$3.55M	0.19%	29
2025 Q4	$5.64M	Sell	78,735 -2,985	-4%	-$211K	0.12%	32
2025 Q3	$5.67M	Sell	81,720 -836	-1%	-$56.2K	0.13%	32
2025 Q2	$5.41M	Sell	82,556 -8,714	-10%	-$537K	0.13%	31
2025 Q1	$5.38M	Buy	91,270 +3,523	+4%	+$208K	0.14%	29
2024 Q4	$4.98M	Buy	87,747 +6,195	+8%	+$366K	0.13%	31
2024 Q3	$5.02M	Sell	81,552 -1,792	-2%	-$106K	0.13%	33
2024 Q2	$4.77M	Sell	83,344 -4,725	-5%	-$270K	0.13%	32
2024 Q1	$5.06M	Sell	88,069 -2,203	-2%	-$122K	0.14%	32
2023 Q4	$4.99M	Buy	90,272 +4,942	+6%	+$255K	0.15%	33
2023 Q3	$4.3M	Buy	85,330 +2,418	+3%	+$128K	0.15%	30
2023 Q2	$4.4M	Sell	82,912 -5,004	-6%	-$265K	0.15%	31
2023 Q1	$4.6M	Sell	87,916 -45,045	-34%	-$2.34M	0.16%	31
2022 Q4	$6.54M	Sell	132,961 -127,173	-49%	-$6.04M	0.25%	30
2022 Q3	$11.3M	Sell	260,134 -685	-0.3%	-$33.3K	0.56%	23
2022 Q2	$12.8M	Buy	260,819 +309	+0.1%	+$16.3K	0.72%	19
2022 Q1	$14.9M	Buy	260,510 +32,293	+14%	+$1.9M	1.02%	17
2021 Q4	$14.2M	Buy	228,217 +15,161	+7%	+$949K	1.37%	14
2021 Q3	$13.2M	Buy	213,056 +3,985	+2%	+$254K	1.49%	10
2021 Q2	$13.4M	Buy	209,071 +8,286	+4%	+$529K	1.68%	11
2021 Q1	$12.3M	Buy	200,785 +240	+0.1%	+$14.8K	1.74%	11
2020 Q4	$11.9M	Buy	200,545 +1,776	+0.9%	+$98.4K	2.44%	8
2020 Q3	$10.3M	Sell	198,769 -5,180	-3%	-$266K	2.86%	7
2020 Q2	$9.81M	Buy	203,949 +110,585	+118%	+$5M	3.7%	7
2020 Q1	$3.84M	Buy	93,364 +13,515	+17%	+$666K	1.52%	13
2019 Q4	$4.27M	Buy	79,849 +1,307	+2%	+$67.2K	1.17%	16
2019 Q3	$3.87M	Buy	+78,542	New	+$3.86M	1.45%	10

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 $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 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

Orgel Wealth Management's VSGX Position: Q2 2026 in Review

Orgel Wealth Management reduced its Vanguard ESG International Stock ETF (VSGX) stake by 1.1% in Q2 2026, selling an estimated $109K and leaving 124,727 shares worth $10.3M. The position accounts for 0.19% of the portfolio, ranked #28.

Orgel Wealth Management first reported a position in VSGX in Q3 2019 and has held it in 28 quarters since. The position peaked at $14.9M in Q1 2022. 477 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Orgel Wealth Management held 124,727 shares of Vanguard ESG International Stock ETF worth $10.3M as of Q2 2026.
Orgel Wealth Management sold 1,372 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $109K.
Vanguard ESG International Stock ETF made up 0.19% of Orgel Wealth Management's portfolio in Q2 2026, its #28 holding.
Orgel Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q3 2019 and has held it in 28 quarters since.
Orgel Wealth Management's Vanguard ESG International Stock ETF position peaked at $14.9M in Q1 2022.
477 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.