Ashford Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ashford 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	$4.75M	Hold	35,896	–	–	0.98%	8
2026 Q1	$4.03M	Sell	35,896 -134,347	-79%	-$16M	0.94%	8
2025 Q4	$20.6M	Sell	170,243 -2,005	-1%	-$241K	4.51%	5
2025 Q3	$20.4M	Buy	172,248 +134,347	+354%	+$15.3M	4.51%	5
2025 Q2	$4.16M	Hold	37,901	–	–	0.96%	7
2025 Q1	$3.71M	Hold	37,901	–	–	0.93%	7
2024 Q4	$3.98M	Hold	37,901	–	–	0.92%	7
2024 Q3	$3.85M	Hold	37,901	–	–	0.9%	7
2024 Q2	$3.66M	Hold	37,901	–	–	0.9%	7
2024 Q1	$3.53M	Hold	37,901	–	–	0.89%	7
2023 Q4	$3.22M	Buy	37,901 +11,164	+42%	+$880K	0.89%	8
2023 Q3	$2.01M	Hold	26,737	–	–	0.63%	9
2023 Q2	$2.09M	Hold	26,737	–	–	0.63%	8
2023 Q1	$1.92M	Hold	26,737	–	–	0.62%	8
2022 Q4	$1.76M	Sell	26,737 -18,357	-41%	-$1.22M	0.6%	8
2022 Q3	$2.84M	Hold	45,094	–	–	1.05%	8
2022 Q2	$2.99M	Hold	45,094	–	–	1.05%	8
2022 Q1	$3.66M	Hold	45,094	–	–	1.2%	6
2021 Q4	$3.96M	Hold	45,094	–	–	1.33%	6
2021 Q3	$3.61M	Hold	45,094	–	–	1.32%	6
2021 Q2	$3.61M	Buy	45,094 +33,966	+305%	+$2.63M	1.37%	5
2021 Q1	$821K	Buy	+11,128	New	+$806K	0.36%	8

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

Ashford Advisors's ESGV Position: Q2 2026 in Review

Ashford Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 35,896 shares worth $4.75M. The position accounts for 0.98% of the portfolio, ranked #8.

Ashford Advisors first reported a position in ESGV in Q1 2021 and has held it in 22 quarters since. The position peaked at $20.6M in Q4 2025. 711 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Ashford Advisors held 35,896 shares of Vanguard ESG US Stock ETF worth $4.75M as of Q2 2026.
Ashford Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.98% of Ashford Advisors's portfolio in Q2 2026, its #8 holding.
Ashford Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 22 quarters since.
Ashford Advisors's Vanguard ESG US Stock ETF position peaked at $20.6M in Q4 2025.
711 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Ashford Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.