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Armstrong Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Armstrong Advisory Group’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 		$505K Sell
3,816
-330
-8% -$42.1K 0.03% 145
2026
Q1 		$465K Buy
4,146
+35
+0.9% +$4.16K 0.03% 148
2025
Q4 		$497K Buy
4,111
+259
+7% +$31.1K 0.03% 141
2025
Q3 		$456K Sell
3,852
-27
-0.7% -$3.07K 0.03% 143
2025
Q2 		$425K Buy
3,879
+515
+15% +$51.9K 0.03% 136
2025
Q1 		$353K Hold
3,364
– – 0.03% 136
2024
Q4 		$353K Sell
3,364
-285
-8% -$29.9K 0.03% 136
2024
Q3 		$371K Buy
3,649
+33
+0.9% +$3.23K 0.03% 131
2024
Q2 		$349K Buy
3,616
+107
+3% +$9.92K 0.03% 127
2024
Q1 		$298K Hold
3,509
– – 0.03% 140
2023
Q4 		$298K Sell
3,509
-455
-11% -$35.9K 0.03% 140
2023
Q3 		$298K Buy
3,964
+231
+6% +$18.1K 0.03% 129
2023
Q2 		$292K Sell
3,733
-360
-9% -$26.5K 0.03% 133
2023
Q1 		$294K Buy
4,093
+1,987
+94% +$138K 0.03% 128
2022
Q4 		$139K Buy
+2,106
New +$140K 0.02% 200

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Armstrong Advisory Group's ESGV Position: Q2 2026 in Review

Armstrong Advisory Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 8% in Q2 2026, selling an estimated $42.1K and leaving 3,816 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #145.

Armstrong Advisory Group first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 132 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Armstrong Advisory Group held 3,816 shares of Vanguard ESG US Stock ETF worth $505K as of Q2 2026.
  • Armstrong Advisory Group sold 330 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $42.1K.
  • Vanguard ESG US Stock ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q2 2026, its #145 holding.
  • Armstrong Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 132 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.