WA
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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
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

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $134M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return