Access Financial Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Access Financial Services’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	$508K	Hold	3,838	–	–	0.17%	73
2026 Q1	$431K	Sell	3,838 -66	-2%	-$7.84K	0.15%	76
2025 Q4	$472K	Buy	3,904 +30	+0.8%	+$3.6K	0.17%	74
2025 Q3	$459K	Hold	3,874	–	–	0.17%	77
2025 Q2	$425K	Hold	3,874	–	–	0.16%	78
2025 Q1	$379K	Hold	3,874	–	–	0.15%	77
2024 Q4	$406K	Buy	3,874 +270	+7%	+$28.3K	0.18%	81
2024 Q3	$366K	Sell	3,604 -162	-4%	-$15.9K	0.17%	83
2024 Q2	$364K	Hold	3,766	–	–	0.17%	81
2024 Q1	$351K	Hold	3,766	–	–	0.16%	79
2023 Q4	$320K	Sell	3,766 -38	-1%	-$3K	0.17%	82
2023 Q3	$286K	Buy	3,804 +320	+9%	+$25.1K	0.17%	80
2023 Q2	$273K	Buy	+3,484	New	+$257K	0.16%	79

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Access Financial Services's ESGV Position: Q2 2026 in Review

Access Financial Services held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 3,838 shares worth $508K. The position accounts for 0.17% of the portfolio, ranked #73.

Access Financial Services first reported a position in ESGV in Q2 2023 and has held it in 13 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Access Financial Services held 3,838 shares of Vanguard ESG US Stock ETF worth $508K as of Q2 2026.
Access Financial Services left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.17% of Access Financial Services's portfolio in Q2 2026, its #73 holding.
Access Financial Services first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 13 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.