AWM
ESGV icon

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

AE 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 		$689K Buy
5,209
+2,307
+79% +$294K ﹤0.01% 1070
2026
Q1 		$326K Buy
2,902
+237
+9% +$28.1K ﹤0.01% 1334
2025
Q4 		$322K Buy
2,665
+991
+59% +$119K ﹤0.01% 1275
2025
Q3 		$198K Buy
1,674
+503
+43% +$57.3K ﹤0.01% 1406
2025
Q2 		$128K Buy
1,171
+7
+0.6% +$706 ﹤0.01% 1417
2025
Q1 		$114K Sell
1,164
-73
-6% -$7.63K ﹤0.01% 1410
2024
Q4 		$130K Buy
+1,237
New +$130K ﹤0.01% 1371
2024
Q1 		– Sell
-2,343
Closed -$204K – 1399
2023
Q4 		$204K Buy
+2,343
New +$185K ﹤0.01% 1885
2023
Q2 		– Sell
-4,518
Closed -$324K – 1943
2023
Q1 		$324K Buy
4,518
+731
+19% +$50.9K ﹤0.01% 1516
2022
Q4 		$249K Buy
3,787
+478
+14% +$31.9K ﹤0.01% 1576
2022
Q3 		$208K Buy
3,309
+284
+9% +$19.9K ﹤0.01% 1602
2022
Q2 		$201K Buy
3,025
+115
+4% +$8.3K ﹤0.01% 1597
2022
Q1 		$236K Buy
2,910
+550
+23% +$44.2K ﹤0.01% 1524
2021
Q4 		$207K Buy
+2,360
New +$202K ﹤0.01% 1594

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

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

AE Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 79% in Q2 2026, buying an estimated $294K and bringing the position to 5,209 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

AE Wealth Management first reported a position in ESGV in Q4 2021 and has held it in 14 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • AE Wealth Management held 5,209 shares of Vanguard ESG US Stock ETF worth $689K as of Q2 2026.
  • AE Wealth Management bought 2,307 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $294K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1070 holding.
  • AE Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 14 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.