Summit Wealth Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Summit Wealth Group’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	$1.71M	Sell	20,788 -986	-5%	-$78.2K	0.35%	41
2026 Q1	$1.56M	Sell	21,774 -261	-1%	-$19.6K	0.36%	41
2025 Q4	$1.58M	Sell	22,035 -350	-2%	-$24.7K	0.37%	39
2025 Q3	$1.55M	Sell	22,385 -700	-3%	-$47K	0.38%	40
2025 Q2	$1.51M	Hold	23,085	–	–	0.39%	41
2025 Q1	$1.36M	Hold	23,085	–	–	0.4%	37
2024 Q4	$1.31M	Hold	23,085	–	–	0.38%	40
2024 Q3	$1.42M	Hold	23,085	–	–	0.41%	39
2024 Q2	$1.32M	Buy	+23,085	New	+$1.32M	0.4%	36
2023 Q3	–	Sell	-22,985	Closed	-$1.22M	–	75
2023 Q2	$1.22M	Sell	22,985 -129,173	-85%	-$6.84M	0.49%	30
2023 Q1	$3K	Buy	+152,158	New	+$7.9M	0.07%	77

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

Summit Wealth Group's VSGX Position: Q2 2026 in Review

Summit Wealth Group reduced its Vanguard ESG International Stock ETF (VSGX) stake by 4.5% in Q2 2026, selling an estimated $78.2K and leaving 20,788 shares worth $1.71M. The position accounts for 0.35% of the portfolio, ranked #41.

Summit Wealth Group first reported a position in VSGX in Q1 2023 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Summit Wealth Group held 20,788 shares of Vanguard ESG International Stock ETF worth $1.71M as of Q2 2026.
Summit Wealth Group sold 986 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $78.2K.
Vanguard ESG International Stock ETF made up 0.35% of Summit Wealth Group's portfolio in Q2 2026, its #41 holding.
Summit Wealth Group first reported a position in Vanguard ESG International Stock ETF in Q1 2023 and has held it in 11 quarters since.
479 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.