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Antonelli Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Antonelli Financial 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 		– Sell
-3,299
Closed -$370K – 54
2026
Q1 		$370K Buy
3,299
+36
+1% +$4.28K 0.26% 42
2025
Q4 		$395K Buy
3,263
+442
+16% +$53K 0.26% 33
2025
Q3 		$334K Sell
2,821
-135
-5% -$15.4K 0.23% 36
2025
Q2 		$324K Buy
2,956
+111
+4% +$11.2K 0.23% 38
2025
Q1 		$279K Buy
2,845
+935
+49% +$97.8K 0.22% 40
2024
Q4 		$200K Buy
+1,910
New +$200K 0.17% 48

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

Antonelli Financial Advisors's ESGV Position: Q2 2026 in Review

Antonelli Financial Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 3,299 shares — an estimated $370K sold.

Antonelli Financial Advisors first reported a position in ESGV in Q4 2024 and held it in 6 quarters. The position peaked at $395K in Q4 2025. 232 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Antonelli Financial Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Antonelli Financial Advisors sold 3,299 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $370K.
  • Antonelli Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and held it in 6 quarters.
  • Antonelli Financial Advisors's Vanguard ESG US Stock ETF position peaked at $395K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.