VFA
VSGX icon

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

Valeo 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
Q3 		$289K Sell
3,563
-70
-2% -$5.73K 0.01% 647
2026
Q2 		$299K Buy
3,633
+64
+2% +$5.08K 0.01% 625
2026
Q1 		$256K Sell
3,569
-858
-19% -$64.3K 0.01% 612
2025
Q4 		$317K Buy
4,427
+36
+0.8% +$2.54K 0.01% 598
2025
Q3 		$305K Buy
4,391
+99
+2% +$6.65K 0.01% 605
2025
Q2 		$281K Buy
4,292
+101
+2% +$6.23K 0.01% 599
2025
Q1 		$247K Buy
+4,191
New +$248K 0.01% 581
2024
Q4 		– Sell
-3,298
Closed -$203K – 788
2024
Q3 		$203K Buy
+3,298
New +$195K 0.01% 653
2024
Q2 		– Sell
-5,732
Closed -$319K – 720
2024
Q1 		$319K Sell
5,732
-155
-3% -$8.62K 0.01% 483
2023
Q4 		$325K Sell
5,887
-94
-2% -$4.86K 0.01% 470
2023
Q3 		$302K Buy
5,981
+303
+5% +$16K 0.01% 456
2023
Q2 		$302K Buy
5,678
+792
+16% +$42K 0.01% 434
2023
Q1 		$256K Buy
4,886
+5
+0.1% +$260 0.01% 489
2022
Q4 		$240K Buy
+4,881
New +$232K 0.01% 438
2021
Q2 		– Sell
-2,332
Closed -$143K – 1800
2021
Q1 		$143K Hold
2,332
– – 0.01% 527
2020
Q4 		$138K Buy
2,332
+89
+4% +$4.93K 0.01% 493
2020
Q3 		$116K Hold
2,243
– – 0.01% 441
2020
Q2 		$108K Hold
2,243
– – 0.01% 490
2020
Q1 		$96K Buy
2,243
+413
+23% +$20.3K 0.01% 437
2019
Q4 		$98K Hold
1,830
– – 0.01% 469
2019
Q3 		$90K Buy
1,830
+672
+58% +$33K 0.01% 458
2019
Q2 		$58K Buy
1,158
+134
+13% +$6.62K 0.01% 557
2019
Q1 		$50K Buy
+1,024
New +$49K 0.01% 554

Other funds holding VSGX

HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Valeo Financial Advisors's VSGX Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Vanguard ESG International Stock ETF (VSGX) stake by 1.9% in Q3 2026, selling an estimated $5.73K and leaving 3,563 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #647.

Valeo Financial Advisors first reported a position in VSGX in Q1 2019 and has held it in 23 quarters since. The position peaked at $325K in Q4 2023. 23 funds tracked by Wall St. Rank hold VSGX as of Q3 2026.

  • Valeo Financial Advisors held 3,563 shares of Vanguard ESG International Stock ETF worth $289K as of Q3 2026.
  • Valeo Financial Advisors sold 70 Vanguard ESG International Stock ETF shares in Q3 2026, an estimated $5.73K.
  • Vanguard ESG International Stock ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #647 holding.
  • Valeo Financial Advisors first reported a position in Vanguard ESG International Stock ETF in Q1 2019 and has held it in 23 quarters since.
  • Valeo Financial Advisors's Vanguard ESG International Stock ETF position peaked at $325K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.