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

Avior 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	$342K	Buy	2,586 +2	+0.1%	+$255	0.01%	620
2026 Q1	$290K	Buy	2,584 +7	+0.3%	+$831	0.01%	699
2025 Q4	$312K	Buy	2,577 +6	+0.2%	+$720	0.01%	602
2025 Q3	$305K	Buy	2,571 +9	+0.4%	+$1.02K	0.01%	590
2025 Q2	$281K	Buy	2,562 +6	+0.2%	+$605	0.01%	585
2025 Q1	$250K	Buy	2,556 +7	+0.3%	+$732	0.01%	598
2024 Q4	$267K	Sell	2,549 -1,154	-31%	-$121K	0.01%	618
2024 Q3	$376K	Buy	3,703 +10	+0.3%	+$980	0.02%	526
2024 Q2	$357K	Buy	+3,693	New	+$342K	0.02%	524

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

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

Avior Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.08% in Q2 2026, buying an estimated $255 and bringing the position to 2,586 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #620.

Avior Wealth Management first reported a position in ESGV in Q2 2024 and has held it in 9 quarters since. The position peaked at $376K in Q3 2024. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Avior Wealth Management held 2,586 shares of Vanguard ESG US Stock ETF worth $342K as of Q2 2026.
Avior Wealth Management bought 2 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $255.
Vanguard ESG US Stock ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #620 holding.
Avior Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 9 quarters since.
Avior Wealth Management's Vanguard ESG US Stock ETF position peaked at $376K in Q3 2024.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.