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Albion Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Albion Financial Group’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 		$11.2K Sell
85
-4,874
-98% -$621K ﹤0.01% 415
2026
Q1 		$557K Buy
4,959
+3,192
+181% +$379K 0.04% 127
2025
Q4 		$214K Buy
+1,767
New +$212K 0.01% 167
2025
Q2 		– Sell
-16,499
Closed -$1.62M – 598
2025
Q1 		$1.62M Buy
16,499
+11,699
+244% +$1.22M 0.11% 90
2024
Q4 		$503K Buy
4,800
+3,700
+336% +$388K 0.03% 143
2024
Q3 		$112K Hold
1,100
– – 0.01% 195
2024
Q2 		$106K Sell
1,100
-875
-44% -$81.1K 0.01% 200
2024
Q1 		$184K Sell
1,975
-7,070
-78% -$629K 0.01% 182
2023
Q4 		$769K Buy
9,045
+7,945
+722% +$626K 0.06% 122
2023
Q3 		$82.7K Sell
1,100
-41,127
-97% -$3.23M 0.01% 193
2023
Q2 		$3.31M Buy
+42,227
New +$3.11M 0.29% 66
2023
Q1 		– Sell
-103
Closed -$6.78K – 458
2022
Q4 		$6.78K Buy
+103
New +$6.87K ﹤0.01% 329
2022
Q3 		– Sell
-1,229
Closed -$82K – 475
2022
Q2 		$82K Hold
1,229
– – 0.01% 201
2022
Q1 		$100K Buy
1,229
+4
+0.3% +$322 0.01% 226
2021
Q4 		$108K Buy
+1,225
New +$105K 0.01% 241

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

Albion Financial Group's ESGV Position: Q2 2026 in Review

Albion Financial Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 98% in Q2 2026, selling an estimated $621K and leaving 85 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Albion Financial Group first reported a position in ESGV in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.31M in Q2 2023. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Albion Financial Group held 85 shares of Vanguard ESG US Stock ETF worth $11.2K as of Q2 2026.
  • Albion Financial Group sold 4,874 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $621K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #415 holding.
  • Albion Financial Group first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 15 quarters since.
  • Albion Financial Group's Vanguard ESG US Stock ETF position peaked at $3.31M in Q2 2023.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.