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

The 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 		$342K Sell
4,150
-750
-15% -$59.5K 0.07% 67
2026
Q1 		$351K Buy
+4,900
New +$367K 0.08% 60

Other funds holding VSGX

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $133M AUM 28.4% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

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

The Wealth Group reduced its Vanguard ESG International Stock ETF (VSGX) stake by 15% in Q2 2026, selling an estimated $59.5K and leaving 4,150 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #67.

The Wealth Group first reported a position in VSGX in Q1 2026 and has held it in 2 quarters since. The position peaked at $351K in Q1 2026. 80 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

  • The Wealth Group held 4,150 shares of Vanguard ESG International Stock ETF worth $342K as of Q2 2026.
  • The Wealth Group sold 750 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $59.5K.
  • Vanguard ESG International Stock ETF made up 0.07% of The Wealth Group's portfolio in Q2 2026, its #67 holding.
  • The Wealth Group first reported a position in Vanguard ESG International Stock ETF in Q1 2026 and has held it in 2 quarters since.
  • The Wealth Group's Vanguard ESG International Stock ETF position peaked at $351K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.