Valmark Advisers’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Valmark Advisers’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	$1.4M	Sell	16,958 -719	-4%	-$57K	0.01%	316
2026 Q1	$1.27M	Buy	17,677 +3,038	+21%	+$228K	0.02%	316
2025 Q4	$1.05M	Sell	14,639 -165	-1%	-$11.6K	0.01%	338
2025 Q3	$1.03M	Buy	14,804 +651	+5%	+$43.7K	0.01%	331
2025 Q2	$927K	Buy	14,153 +9,299	+192%	+$573K	0.01%	346
2025 Q1	$286K	Buy	4,854 +408	+9%	+$24.1K	﹤0.01%	526
2024 Q4	$252K	Sell	4,446 -207	-4%	-$12.2K	﹤0.01%	548
2024 Q3	$286K	Buy	4,653 +208	+5%	+$12.3K	﹤0.01%	511
2024 Q2	$255K	Buy	+4,445	New	+$254K	﹤0.01%	503
2022 Q2	–	Sell	-3,539	Closed	-$202K	–	440
2022 Q1	$202K	Hold	3,539	–	–	﹤0.01%	419
2021 Q4	$219K	Buy	3,539 +51	+1%	+$3.19K	﹤0.01%	388
2021 Q3	$215K	Buy	+3,488	New	+$222K	﹤0.01%	371

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

Valmark Advisers's VSGX Position: Q2 2026 in Review

Valmark Advisers reduced its Vanguard ESG International Stock ETF (VSGX) stake by 4.1% in Q2 2026, selling an estimated $57K and leaving 16,958 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #316.

Valmark Advisers first reported a position in VSGX in Q3 2021 and has held it in 12 quarters since. 479 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

Valmark Advisers held 16,958 shares of Vanguard ESG International Stock ETF worth $1.4M as of Q2 2026.
Valmark Advisers sold 719 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $57K.
Vanguard ESG International Stock ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #316 holding.
Valmark Advisers first reported a position in Vanguard ESG International Stock ETF in Q3 2021 and has held it in 12 quarters since.
479 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.