Avalon Trust’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Avalon Trust’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	$49.6K	Hold	375	–	–	﹤0.01%	280
2026 Q1	$42.1K	Buy	375 +125	+50%	+$14.8K	﹤0.01%	303
2025 Q4	$30.2K	Buy	+250	New	+$30K	﹤0.01%	327

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

Avalon Trust's ESGV Position: Q2 2026 in Review

Avalon Trust held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 375 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Avalon Trust first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Avalon Trust held 375 shares of Vanguard ESG US Stock ETF worth $49.6K as of Q2 2026.
Avalon Trust left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #280 holding.
Avalon Trust first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.