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Angeles Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Angeles Investment 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 		$30.5M Buy
230,836
+44,196
+24% +$5.64M 1.83% 9
2026
Q1 		$21M Buy
186,640
+13,765
+8% +$1.63M 1.41% 9
2025
Q4 		$20.9M Buy
172,875
+82,683
+92% +$9.92M 1.4% 10
2025
Q3 		$10.7M Sell
90,192
-142,407
-61% -$16.2M 0.7% 10
2025
Q2 		$25.5M Sell
232,599
-140,847
-38% -$14.2M 1.44% 9
2025
Q1 		$36.6M Sell
373,446
-75,895
-17% -$7.94M 1.97% 10
2024
Q4 		$47.1M Buy
449,341
+7,945
+2% +$834K 2.27% 11
2024
Q3 		$44.9M Buy
441,396
+8,731
+2% +$856K 2.29% 9
2024
Q2 		$41.8M Sell
432,665
-46,080
-10% -$4.27M 2.13% 12
2024
Q1 		$44.6M Sell
478,745
-1,125
-0.2% -$100K 2.37% 12
2023
Q4 		$40.8M Buy
479,870
+21,312
+5% +$1.68M 2.46% 10
2023
Q3 		$34.5M Buy
458,558
+90,134
+24% +$7.07M 2.7% 8
2023
Q2 		$28.9M Buy
368,424
+67,904
+23% +$5M 2.43% 5
2023
Q1 		$21.6M Sell
300,520
-86,750
-22% -$6.05M 1.77% 9
2022
Q4 		$25.5M Sell
387,270
-82,150
-18% -$5.48M 2.18% 8
2022
Q3 		$29.5M Sell
469,420
-24,830
-5% -$1.74M 3.07% 4
2022
Q2 		$32.8M Buy
+494,250
New +$35.7M 3% 8

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

Angeles Investment Advisors's ESGV Position: Q2 2026 in Review

Angeles Investment Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 24% in Q2 2026, buying an estimated $5.64M and bringing the position to 230,836 shares worth $30.5M. The position accounts for 1.83% of the portfolio, ranked #9.

Angeles Investment Advisors first reported a position in ESGV in Q2 2022 and has held it in 17 quarters since. The position peaked at $47.1M in Q4 2024. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Angeles Investment Advisors held 230,836 shares of Vanguard ESG US Stock ETF worth $30.5M as of Q2 2026.
  • Angeles Investment Advisors bought 44,196 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $5.64M.
  • Vanguard ESG US Stock ETF made up 1.83% of Angeles Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Angeles Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 17 quarters since.
  • Angeles Investment Advisors's Vanguard ESG US Stock ETF position peaked at $47.1M in Q4 2024.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.