AWA
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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
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

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Amplius Wealth Advisors's ESGV Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,732 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #191 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in ESGV as recently as Q4 2025.

Amplius Wealth Advisors first reported a position in ESGV in Q4 2021 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 232 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Amplius Wealth Advisors held 1,732 shares of Vanguard ESG US Stock ETF worth $229K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Amplius Wealth Advisors position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 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 4 quarters since.
  • Amplius Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $230K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.