AWM
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Avaii Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Avaii Wealth Management’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 		$238K Hold
1,800
– – 0.07% 158
2026
Q1 		$202K Hold
1,800
– – 0.07% 156
2025
Q4 		$218K Hold
1,800
– – 0.08% 137
2025
Q3 		$213K Buy
+1,800
New +$205K 0.08% 139

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Avaii Wealth Management's ESGV Position: Q2 2026 in Review

Avaii Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 1,800 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #158.

Avaii Wealth Management first reported a position in ESGV in Q3 2025 and has held it in 4 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Avaii Wealth Management held 1,800 shares of Vanguard ESG US Stock ETF worth $238K as of Q2 2026.
  • Avaii Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.07% of Avaii Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Avaii Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.