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

Wells 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
Q1 		– Sell
-500
Closed -$35.8K – 70
2025
Q4 		$35.8K Hold
500
– – 0.07% 56
2025
Q3 		$34.7K Hold
500
– – 0.05% 61
2025
Q2 		$32.8K Hold
500
– – 0.05% 65
2025
Q1 		$29.5K Hold
500
– – 0.04% 64
2024
Q4 		$28.4K Hold
500
– – 0.04% 66
2024
Q3 		$30.8K Sell
500
-115
-19% -$6.78K 0.04% 64
2024
Q2 		$35.2K Hold
615
– – 0.02% 69
2024
Q1 		$35.3K Hold
615
– – 0.02% 59
2023
Q4 		$34K Hold
615
– – 0.02% 56
2023
Q3 		$31K Hold
615
– – 0.02% 55
2023
Q2 		$32.7K Buy
615
+256
+71% +$13.6K 0.02% 55
2023
Q1 		$18.8K Hold
359
– – 0.02% 58
2022
Q4 		$17.7K Buy
359
+249
+226% +$11.8K 0.01% 56
2022
Q3 		$5K Hold
110
– – ﹤0.01% 63
2022
Q2 		$5K Buy
110
+8
+8% +$422 ﹤0.01% 56
2022
Q1 		$6K Sell
102
-400
-80% -$23.5K 0.01% 57
2021
Q4 		$31K Buy
502
+41
+9% +$2.57K 0.02% 56
2021
Q3 		$28K Hold
461
– – 0.02% 55
2021
Q2 		$30K Buy
461
+408
+770% +$26.1K 0.03% 55
2021
Q1 		$3K Hold
53
– – ﹤0.01% 62
2020
Q4 		$3K Buy
+53
New +$2.94K ﹤0.01% 60

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Wells Financial Advisors's VSGX Position: Q1 2026 in Review

Wells Financial Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2026, closing a stake of 500 shares — an estimated $35.8K sold.

Wells Financial Advisors first reported a position in VSGX in Q4 2020 and held it in 21 quarters. The position peaked at $35.8K in Q4 2025. 443 funds tracked by Wall St. Rank hold VSGX as of Q1 2026.

  • Wells Financial Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 500 Vanguard ESG International Stock ETF shares in Q1 2026, an estimated $35.8K.
  • Wells Financial Advisors first reported a position in Vanguard ESG International Stock ETF in Q4 2020 and held it in 21 quarters.
  • Wells Financial Advisors's Vanguard ESG International Stock ETF position peaked at $35.8K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.