Amplius Wealth Advisors
ESGV icon

Amplius Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Amplius Wealth Advisors’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
Q3 		$240K Buy
1,774
+42
+2% +$5.65K 0.02% 191
2026
Q2 		$229K Buy
+1,732
New +$221K 0.02% 191
2026
Q1 		– Sell
-1,898
Closed -$230K – 178
2025
Q4 		$230K Buy
1,898
+86
+5% +$10.3K 0.02% 164
2025
Q3 		$215K Buy
+1,812
New +$206K 0.02% 166
2022
Q1 		– Sell
-824
Closed -$72K – 400
2021
Q4 		$72K Buy
+824
New +$70.4K 0.01% 283

Other funds holding ESGV

Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Leo Wealth LLC
Leo Wealth LLC Hurst, Texas $471M AUM
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Amplius Wealth Advisors's ESGV Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.4% in Q3 2026, buying an estimated $5.65K and bringing the position to 1,774 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #191.

Amplius Wealth Advisors first reported a position in ESGV in Q4 2021 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Amplius Wealth Advisors held 1,774 shares of Vanguard ESG US Stock ETF worth $240K as of Q3 2026.
  • Amplius Wealth Advisors bought 42 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $5.65K.
  • Vanguard ESG US Stock ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #191 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 5 quarters since.
  • 251 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.