Aviso Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Aviso Financial’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	–	Sell	-205	Closed	-$23K	–	303
2026 Q1	$23K	Buy	+205	New	+$24.3K	﹤0.01%	266

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

Aviso Financial's ESGV Position: Q2 2026 in Review

Aviso Financial sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 205 shares — an estimated $23K sold.

Aviso Financial first reported a position in ESGV in Q1 2026 and held it in 1 quarter. The position peaked at $23K in Q1 2026. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Aviso Financial reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
Aviso Financial sold 205 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $23K.
Aviso Financial first reported a position in Vanguard ESG US Stock ETF in Q1 2026 and held it in 1 quarter.
Aviso Financial's Vanguard ESG US Stock ETF position peaked at $23K in Q1 2026.
721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.