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United Capital Financial Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

United Capital Financial 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 		$375K Buy
5,228
+147
+3% +$11K ﹤0.01% 1216
2025
Q4 		$364K Sell
5,081
-10
-0.2% -$705 ﹤0.01% 1093
2025
Q3 		$353K Buy
5,091
+19
+0.4% +$1.28K ﹤0.01% 967
2025
Q2 		$332K Buy
+5,072
New +$313K ﹤0.01% 893
2025
Q1 		– Sell
-6,325
Closed -$359K – 1112
2024
Q4 		$359K Buy
+6,325
New +$374K ﹤0.01% 830
2024
Q3 		– Sell
-3,788
Closed -$217K – 1090
2024
Q2 		$217K Sell
3,788
-794
-17% -$45.4K ﹤0.01% 955
2024
Q1 		$263K Sell
4,582
-85
-2% -$4.72K ﹤0.01% 923
2023
Q4 		$258K Sell
4,667
-36
-0.8% -$1.86K ﹤0.01% 923
2023
Q3 		$237K Sell
4,703
-1,791
-28% -$94.5K ﹤0.01% 768
2023
Q2 		$345K Sell
6,494
-11,074
-63% -$587K ﹤0.01% 744
2023
Q1 		$920K Buy
17,568
+284
+2% +$14.8K 0.01% 602
2022
Q4 		$850K Sell
17,284
-666
-4% -$31.6K ﹤0.01% 650
2022
Q3 		$780K Buy
17,950
+1,176
+7% +$57.2K ﹤0.01% 664
2022
Q2 		$823K Buy
16,774
+180
+1% +$9.49K ﹤0.01% 668
2022
Q1 		$949K Buy
16,594
+860
+5% +$50.5K ﹤0.01% 676
2021
Q4 		$976K Sell
15,734
-709
-4% -$44.4K ﹤0.01% 685
2021
Q3 		$1.01M Buy
16,443
+2,394
+17% +$153K 0.01% 679
2021
Q2 		$901K Buy
14,049
+82
+0.6% +$5.24K ﹤0.01% 723
2021
Q1 		$857K Buy
13,967
+1,735
+14% +$107K ﹤0.01% 708
2020
Q4 		$725K Buy
12,232
+1,352
+12% +$74.9K ﹤0.01% 754
2020
Q3 		$561K Buy
10,880
+1,178
+12% +$60.6K ﹤0.01% 806
2020
Q2 		$467K Buy
9,702
+907
+10% +$41K ﹤0.01% 892
2020
Q1 		$362K Buy
8,795
+1,248
+17% +$61.5K ﹤0.01% 929
2019
Q4 		$403K Buy
7,547
+2,743
+57% +$141K ﹤0.01% 1051
2019
Q3 		$237K Buy
+4,804
New +$236K ﹤0.01% 1140

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 $13.1B AUM 24.63% 1-Year Est. Return

United Capital Financial Advisors's VSGX Position: Q1 2026 in Review

United Capital Financial Advisors increased its Vanguard ESG International Stock ETF (VSGX) stake by 2.9% in Q1 2026, buying an estimated $11K and bringing the position to 5,228 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

United Capital Financial Advisors first reported a position in VSGX in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.01M in Q3 2021. 438 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

  • United Capital Financial Advisors held 5,228 shares of Vanguard ESG International Stock ETF worth $375K as of Q1 2026.
  • United Capital Financial Advisors bought 147 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $11K.
  • Vanguard ESG International Stock ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1216 holding.
  • United Capital Financial Advisors first reported a position in Vanguard ESG International Stock ETF in Q3 2019 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Vanguard ESG International Stock ETF position peaked at $1.01M in Q3 2021.
  • 438 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.