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Allworth Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Allworth Financial’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 		$1.71M Buy
12,961
+3,205
+33% +$409K 0.01% 565
2026
Q1 		$1.1M Buy
9,756
+1,581
+19% +$188K ﹤0.01% 684
2025
Q4 		$989K Sell
8,175
-469
-5% -$56.3K ﹤0.01% 702
2025
Q3 		$1.02M Sell
8,644
-5
-0.1% -$569 ﹤0.01% 668
2025
Q2 		$948K Sell
8,649
-360
-4% -$36.3K ﹤0.01% 657
2025
Q1 		$865K Buy
9,009
+4,654
+107% +$487K ﹤0.01% 557
2024
Q4 		$473K Buy
4,355
+2,554
+142% +$268K ﹤0.01% 705
2024
Q3 		$183K Buy
1,801
+636
+55% +$62.3K ﹤0.01% 845
2024
Q2 		$114K Buy
1,165
+137
+13% +$12.7K ﹤0.01% 1025
2024
Q1 		$95.8K Hold
1,028
– – ﹤0.01% 1034
2023
Q4 		$87.4K Sell
1,028
-12
-1% -$946 ﹤0.01% 996
2023
Q3 		$78.2K Hold
1,040
– – ﹤0.01% 967
2023
Q2 		$81.5K Hold
1,040
– – ﹤0.01% 961
2023
Q1 		$74.6K Sell
1,040
-3,791
-78% -$264K ﹤0.01% 945
2022
Q4 		$318K Buy
4,831
+832
+21% +$55.5K ﹤0.01% 544
2022
Q3 		$252K Buy
3,999
+3,529
+751% +$248K ﹤0.01% 544
2022
Q2 		$31K Buy
+470
New +$33.9K ﹤0.01% 1072

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

Allworth Financial's ESGV Position: Q2 2026 in Review

Allworth Financial increased its Vanguard ESG US Stock ETF (ESGV) stake by 33% in Q2 2026, buying an estimated $409K and bringing the position to 12,961 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #565.

Allworth Financial first reported a position in ESGV in Q2 2022 and has held it in 17 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Allworth Financial held 12,961 shares of Vanguard ESG US Stock ETF worth $1.71M as of Q2 2026.
  • Allworth Financial bought 3,205 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $409K.
  • Vanguard ESG US Stock ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #565 holding.
  • Allworth Financial first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 17 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.