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Waverly Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Waverly 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 		$328K Sell
3,979
-129
-3% -$10.2K ﹤0.01% 1369
2026
Q1 		$295K Buy
4,108
+340
+9% +$25.5K ﹤0.01% 1305
2025
Q4 		$270K Sell
3,768
-376
-9% -$26.5K ﹤0.01% 1260
2025
Q3 		$287K Sell
4,144
-122
-3% -$8.2K ﹤0.01% 1059
2025
Q2 		$279K Sell
4,266
-44
-1% -$2.71K ﹤0.01% 998
2025
Q1 		$254K Sell
4,310
-2,537
-37% -$150K ﹤0.01% 983
2024
Q4 		$388K Sell
6,847
-4,903
-42% -$290K 0.01% 745
2024
Q3 		$723K Sell
11,750
-2,473
-17% -$146K 0.01% 505
2024
Q2 		$815K Sell
14,223
-9,884
-41% -$565K 0.02% 472
2024
Q1 		$1.39M Buy
+24,107
New +$1.34M 0.03% 315
2022
Q2 		– Sell
-5,000
Closed -$286K – 226
2022
Q1 		$286K Hold
5,000
– – 0.02% 159
2021
Q4 		$298K Hold
5,000
– – 0.03% 157
2021
Q3 		$321K Buy
+5,000
New +$319K 0.03% 165

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 $152M AUM 8.39% 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

Waverly Advisors's VSGX Position: Q2 2026 in Review

Waverly Advisors reduced its Vanguard ESG International Stock ETF (VSGX) stake by 3.1% in Q2 2026, selling an estimated $10.2K and leaving 3,979 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Waverly Advisors first reported a position in VSGX in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.39M in Q1 2024. 482 funds tracked by Wall St. Rank hold VSGX as of Q2 2026.

  • Waverly Advisors held 3,979 shares of Vanguard ESG International Stock ETF worth $328K as of Q2 2026.
  • Waverly Advisors sold 129 Vanguard ESG International Stock ETF shares in Q2 2026, an estimated $10.2K.
  • Vanguard ESG International Stock ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1369 holding.
  • Waverly Advisors first reported a position in Vanguard ESG International Stock ETF in Q3 2021 and has held it in 13 quarters since.
  • Waverly Advisors's Vanguard ESG International Stock ETF position peaked at $1.39M in Q1 2024.
  • 482 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.