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

Aprio 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 		$447K Sell
3,377
-82
-2% -$10.5K 0.02% 408
2026
Q1 		$388K Sell
3,459
-213
-6% -$25.3K 0.02% 424
2025
Q4 		$444K Buy
3,672
+3
+0.1% +$360 0.03% 343
2025
Q3 		$435K Buy
3,669
+3
+0.1% +$342 0.04% 249
2025
Q2 		$402K Sell
3,666
-951
-21% -$95.9K 0.05% 230
2025
Q1 		$452K Buy
+4,617
New +$483K 0.06% 191

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

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

Aprio Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.4% in Q2 2026, selling an estimated $10.5K and leaving 3,377 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #408.

Aprio Wealth Management first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $452K in Q1 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Aprio Wealth Management held 3,377 shares of Vanguard ESG US Stock ETF worth $447K as of Q2 2026.
  • Aprio Wealth Management sold 82 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $10.5K.
  • Vanguard ESG US Stock ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #408 holding.
  • Aprio Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • Aprio Wealth Management's Vanguard ESG US Stock ETF position peaked at $452K in Q1 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.