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Abound Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Abound Wealth Management’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$114K Sell
859
-16
-2% -$2.04K 0.02% 146
2026
Q1 		$98.3K Buy
875
+75
+9% +$8.91K 0.02% 153
2025
Q4 		$96.8K Sell
800
-234
-23% -$28.1K 0.02% 143
2025
Q3 		$122K Buy
1,034
+2
+0.2% +$228 0.03% 117
2025
Q2 		$113K Buy
1,032
+3
+0.3% +$302 0.03% 115
2025
Q1 		$101K Buy
1,029
+3
+0.3% +$314 0.03% 115
2024
Q4 		$108K Sell
1,026
-3
-0.3% -$315 0.03% 99
2024
Q3 		$105K Buy
1,029
+8
+0.8% +$784 0.03% 101
2024
Q2 		$98.6K Buy
1,021
+3
+0.3% +$278 0.04% 93
2024
Q1 		$94.8K Buy
1,018
+97
+11% +$8.63K 0.04% 94
2023
Q4 		$78.4K Buy
921
+2
+0.2% +$158 0.03% 106
2023
Q3 		$69.2K Buy
919
+3
+0.3% +$235 0.03% 103
2023
Q2 		$71.8K Buy
916
+57
+7% +$4.2K 0.03% 98
2023
Q1 		$61.6K Buy
859
+3
+0.4% +$209 0.03% 108
2022
Q4 		$56.4K Buy
856
+4
+0.5% +$267 0.03% 107
2022
Q3 		$53.6K Buy
852
+3
+0.4% +$211 0.03% 104
2022
Q2 		$56.4K Buy
849
+66
+8% +$4.77K 0.03% 62
2022
Q1 		$63.5K Buy
783
+2
+0.3% +$161 0.05% 62
2021
Q4 		$68.7K Buy
+781
New +$66.7K 0.05% 59

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Abound Wealth Management's ESGV Position: Q2 2026 in Review

Abound Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.8% in Q2 2026, selling an estimated $2.04K and leaving 859 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #146.

Abound Wealth Management first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $122K in Q3 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Abound Wealth Management held 859 shares of Vanguard ESG US Stock ETF worth $114K as of Q2 2026.
  • Abound Wealth Management sold 16 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $2.04K.
  • Vanguard ESG US Stock ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Abound Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Vanguard ESG US Stock ETF position peaked at $122K in Q3 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.