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 Q2	$394K	Sell	4,790 -438	-8%	-$34.7K	﹤0.01%	1249
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

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

United Capital Financial Advisors's VSGX Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Vanguard ESG International Stock ETF (VSGX) stake by 8.4% in Q2 2026, selling an estimated $34.7K and leaving 4,790 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

United Capital Financial Advisors first reported a position in VSGX in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.01M in Q3 2021. 482 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

United Capital Financial Advisors held 4,790 shares of Vanguard ESG International Stock ETF worth $394K as of Q2 2026.
United Capital Financial Advisors sold 438 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $34.7K.
Vanguard ESG International Stock ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1249 holding.
United Capital Financial Advisors first reported a position in Vanguard ESG International Stock ETF in Q3 2019 and has held it in 26 quarters since.
United Capital Financial Advisors's Vanguard ESG International Stock ETF position peaked at $1.01M in Q3 2021.
482 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.