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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
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

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

Valeo Financial Advisors's VSGX Position: Q2 2026 in Review

Valeo Financial Advisors increased its Vanguard ESG International Stock ETF (VSGX) stake by 1.8% in Q2 2026, buying an estimated $5.08K and bringing the position to 3,633 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #625.

Valeo Financial Advisors first reported a position in VSGX in Q1 2019 and has held it in 22 quarters since. The position peaked at $325K in Q4 2023. 477 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

  • Valeo Financial Advisors held 3,633 shares of Vanguard ESG International Stock ETF worth $299K as of Q2 2026.
  • Valeo Financial Advisors bought 64 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $5.08K.
  • Vanguard ESG International Stock ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #625 holding.
  • Valeo Financial Advisors first reported a position in Vanguard ESG International Stock ETF in Q1 2019 and has held it in 22 quarters since.
  • Valeo Financial Advisors's Vanguard ESG International Stock ETF position peaked at $325K in Q4 2023.
  • 477 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.