Apollon Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Apollon Wealth Management’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	$288K	Hold	2,178	–	–	﹤0.01%	1296
2026 Q1	$245K	Sell	2,178 -1,357	-38%	-$161K	﹤0.01%	1221
2025 Q4	$428K	Sell	3,535 -6	-0.2%	-$720	0.01%	899
2025 Q3	$419K	Hold	3,541	–	–	0.01%	896
2025 Q2	$388K	Sell	3,541 -11	-0.3%	-$1.11K	0.01%	901
2025 Q1	$348K	Sell	3,552 -54	-1%	-$5.65K	0.01%	896
2024 Q4	$378K	Sell	3,606 -7	-0.2%	-$734	0.01%	854
2024 Q3	$367K	Buy	3,613 +447	+14%	+$43.8K	0.01%	840
2024 Q2	$306K	Sell	3,166 -10	-0.3%	-$927	0.01%	857
2024 Q1	$296K	Sell	3,176 -22	-0.7%	-$1.96K	0.01%	871
2023 Q4	$272K	Sell	3,198 -70	-2%	-$5.52K	0.01%	880
2023 Q3	$246K	Sell	3,268 -23	-0.7%	-$1.8K	0.01%	765
2023 Q2	$258K	Sell	3,291 -84	-2%	-$6.18K	0.01%	783
2023 Q1	$242K	Buy	3,375 +130	+4%	+$9.06K	0.01%	741
2022 Q4	$214K	Buy	+3,245	New	+$216K	0.02%	766

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Apollon Wealth Management's ESGV Position: Q2 2026 in Review

Apollon Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,178 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Apollon Wealth Management first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. The position peaked at $428K in Q4 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Apollon Wealth Management held 2,178 shares of Vanguard ESG US Stock ETF worth $288K as of Q2 2026.
Apollon Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1296 holding.
Apollon Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
Apollon Wealth Management's Vanguard ESG US Stock ETF position peaked at $428K in Q4 2025.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.