AssetMark Inc
ESGV icon

AssetMark Inc’s Vanguard ESG US Stock ETF ESGV Stock Holding History

AssetMark Inc’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 		$61.5K Buy
465
+197
+74% +$25.1K ﹤0.01% 1767
2026
Q1 		$30.1K Sell
268
-1,721
-87% -$204K ﹤0.01% 1923
2025
Q4 		$241K Buy
+1,989
New +$239K ﹤0.01% 1261
2025
Q2 		– Hold
0
– – – 2970
2022
Q1 		– Sell
-296
Closed -$26K – 1607
2021
Q4 		$26K Buy
+296
New +$25.3K ﹤0.01% 1024

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
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

AssetMark Inc's ESGV Position: Q2 2026 in Review

AssetMark Inc increased its Vanguard ESG US Stock ETF (ESGV) stake by 74% in Q2 2026, buying an estimated $25.1K and bringing the position to 465 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

AssetMark Inc first reported a position in ESGV in Q4 2021 and has held it in 4 quarters since. The position peaked at $241K in Q4 2025. 373 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • AssetMark Inc held 465 shares of Vanguard ESG US Stock ETF worth $61.5K as of Q2 2026.
  • AssetMark Inc bought 197 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $25.1K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1767 holding.
  • AssetMark Inc first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 4 quarters since.
  • AssetMark Inc's Vanguard ESG US Stock ETF position peaked at $241K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.