Arax Advisory Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Arax Advisory Partners’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	$32.1K	Buy	243 +17	+8%	+$2.17K	﹤0.01%	3626
2026 Q1	$25.4K	Buy	226 +102	+82%	+$12.1K	﹤0.01%	1990
2025 Q4	$15K	Sell	124 -168,188	-100%	-$20.2M	﹤0.01%	2276
2025 Q3	$29.7M	Buy	168,312 +168,206	+158,685%	+$19.1M	0.43%	31
2025 Q2	$11.7K	Hold	106	–	–	﹤0.01%	1895
2025 Q1	$10.4K	Buy	+106	New	+$11.1K	﹤0.01%	1553

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

Arax Advisory Partners's ESGV Position: Q2 2026 in Review

Arax Advisory Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 7.5% in Q2 2026, buying an estimated $2.17K and bringing the position to 243 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3626.

Arax Advisory Partners first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.7M in Q3 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Arax Advisory Partners held 243 shares of Vanguard ESG US Stock ETF worth $32.1K as of Q2 2026.
Arax Advisory Partners bought 17 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $2.17K.
Vanguard ESG US Stock ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3626 holding.
Arax Advisory Partners first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
Arax Advisory Partners's Vanguard ESG US Stock ETF position peaked at $29.7M in Q3 2025.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.