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

Arbor 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 		$1.51M Buy
11,442
+22
+0.2% +$2.81K 0.17% 44
2026
Q1 		$1.28M Buy
11,420
+210
+2% +$24.9K 0.17% 37
2025
Q4 		$1.36M Buy
11,210
+25
+0.2% +$3K 0.18% 37
2025
Q3 		$1.32M Buy
11,185
+17
+0.2% +$1.94K 0.17% 42
2025
Q2 		$1.22M Sell
11,168
-1,806
-14% -$182K 0.16% 38
2025
Q1 		$1.27M Sell
12,974
-23
-0.2% -$2.4K 0.17% 37
2024
Q4 		$1.36M Buy
12,997
+33
+0.3% +$3.46K 0.19% 36
2024
Q3 		$1.32M Buy
12,964
+34
+0.3% +$3.33K 0.17% 39
2024
Q2 		$1.25M Buy
12,930
+98
+0.8% +$9.08K 0.18% 36
2024
Q1 		$1.2M Buy
12,832
+952
+8% +$84.7K 0.18% 39
2023
Q4 		$1.01M Buy
11,880
+78
+0.7% +$6.15K 0.16% 42
2023
Q3 		$888K Buy
11,802
+37
+0.3% +$2.9K 0.16% 42
2023
Q2 		$922K Buy
11,765
+30
+0.3% +$2.21K 0.16% 42
2023
Q1 		$842K Buy
11,735
+718
+7% +$50K 0.15% 41
2022
Q4 		$726K Buy
+11,017
New +$735K 0.15% 46

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

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

Arbor Investment Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.19% in Q2 2026, buying an estimated $2.81K and bringing the position to 11,442 shares worth $1.51M. The position accounts for 0.17% of the portfolio, ranked #44.

Arbor Investment Advisors first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 261 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Arbor Investment Advisors held 11,442 shares of Vanguard ESG US Stock ETF worth $1.51M as of Q2 2026.
  • Arbor Investment Advisors bought 22 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $2.81K.
  • Vanguard ESG US Stock ETF made up 0.17% of Arbor Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • Arbor Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 261 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.