McClarren Financial Advisors, Inc. VSGX VANGUARD ESG INTL STK ETF

Ownership history in McClarren Financial Advisors, Inc.  ·  20 quarters on record

AI Ownership Summary

McClarren Financial Advisors, Inc. reported VANGUARD ESG INTL STK ETF (VSGX) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.66% in 2025 Q4. The latest visible filing shows VSGX at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VSGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McClarren Financial Advisors, Inc.'s position in VANGUARD ESG INTL STK ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VSGX was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How McClarren Financial Advisors, Inc. held VSGX — position size vs. price
% of Fund (quarterly)    VSGX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 15,581 +14,217 +1042.3% 0.66% $1.1M 2026-04-16 $76.89
2025 Q4 REDUCED 90.8% +0.8% 1,364 -13,463 -90.8% 0.66% $1.1M 2026-01-13 $73.13
2025 Q3 ADDED 14,827 +354 +2.4% 0.65% $1.1M 2025-10-15 $68.15
2025 Q2 ADDED 14,473 +1,615 +12.6% 0.62% $948K 2025-08-07 $64.31
2025 Q1 ADDED 12,858 +322 +2.6% 0.52% $781K 2025-05-09 $59.23
2024 Q3 ADDED 12,536 +11,907 +1893.0% 0.41% $3.2M 2024-10-18 $57.42
2024 Q2 REDUCED 629 -4 -0.6% 0.58% $832K 2024-07-26 $54.48
2024 Q1 REDUCED 95.9% +0.6% 633 -14,727 -95.9% 0.66% $887K 2024-05-03 $52.90
2023 Q4 ADDED 15,360 +1,729 +12.7% 0.65% $849K 2024-02-02 $50.36
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About McClarren Financial Advisors, Inc. and VSGX

These are the practical questions this page is built to answer before you even open the full history table.

How long has McClarren Financial Advisors, Inc. reported owning VSGX?

McClarren Financial Advisors, Inc. reported VSGX across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VSGX position in McClarren Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for VSGX was 0.66% in 2025 Q4.

What is the latest reported VSGX position on this page?

The most recent filing on this page is 2026 Q1, when McClarren Financial Advisors, Inc. reported 15,581 shares, equal to 0.66% of portfolio, with an estimated market value of $1.1M.

What does the chart on this VSGX ownership page compare?

The chart compares McClarren Financial Advisors, Inc.'s quarterly VSGX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did McClarren Financial Advisors, Inc. time their VSGX position?

Based on 13F filing dates vs. subsequent VSGX price moves, McClarren Financial Advisors, Inc. correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on VSGX relative to SPY over the holding period was -5.5%.

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