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Topel & Distasi Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Topel & Distasi 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 		$1.63M Sell
19,840
-971
-5% -$77K 0.79% 29
2026
Q1 		$1.49M Sell
20,811
-2,478
-11% -$186K 0.77% 30
2025
Q4 		$1.67M Sell
23,289
-287
-1% -$20.2K 0.81% 31
2025
Q3 		$1.64M Sell
23,576
-116
-0.5% -$7.79K 0.81% 32
2025
Q2 		$1.55M Buy
23,692
+1,009
+4% +$62.2K 0.81% 32
2025
Q1 		$1.34M Buy
22,683
+3,196
+16% +$189K 0.62% 37
2024
Q4 		$1.1M Buy
19,487
+453
+2% +$26.8K 0.47% 44
2024
Q3 		$1.17M Buy
19,034
+904
+5% +$53.3K 0.49% 43
2024
Q2 		$1.04M Sell
18,130
-68
-0.4% -$3.89K 0.46% 44
2024
Q1 		$1.05M Buy
18,198
+1,256
+7% +$69.8K 0.46% 46
2023
Q4 		$937K Buy
16,942
+78
+0.5% +$4.03K 0.44% 45
2023
Q3 		$851K Buy
16,864
+1,507
+10% +$79.5K 0.45% 45
2023
Q2 		$816K Buy
15,357
+73
+0.5% +$3.87K 0.41% 47
2023
Q1 		$800K Buy
15,284
+4,102
+37% +$213K 0.42% 47
2022
Q4 		$550K Sell
11,182
-396
-3% -$18.8K 0.31% 52
2022
Q3 		$569K Buy
11,578
+3,527
+44% +$172K 0.31% 54
2022
Q2 		$395K Sell
8,051
-2,628
-25% -$139K 0.23% 56
2022
Q1 		$611K Buy
10,679
+1,739
+19% +$102K 0.26% 60
2021
Q4 		$554K Buy
+8,940
New +$560K 0.23% 60

Other funds holding VSGX

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
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
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
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

Topel & Distasi Wealth Management's VSGX Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its Vanguard ESG International Stock ETF (VSGX) stake by 4.7% in Q2 2026, selling an estimated $77K and leaving 19,840 shares worth $1.63M. The position accounts for 0.79% of the portfolio, ranked #29.

Topel & Distasi Wealth Management first reported a position in VSGX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.67M in Q4 2025. 480 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

  • Topel & Distasi Wealth Management held 19,840 shares of Vanguard ESG International Stock ETF worth $1.63M as of Q2 2026.
  • Topel & Distasi Wealth Management sold 971 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $77K.
  • Vanguard ESG International Stock ETF made up 0.79% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Topel & Distasi Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's Vanguard ESG International Stock ETF position peaked at $1.67M in Q4 2025.
  • 480 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.