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

Axxcess 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 		$5.75M Buy
+43,453
New +$5.54M 0.09% 201
2026
Q1 		– Sell
-43,413
Closed -$5.25M – 585
2025
Q4 		$5.25M Buy
+43,413
New +$5.21M 0.09% 201

Other funds holding ESGV

VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

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

Axxcess Wealth Management opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 43,453 shares worth $5.75M. The stake represents 0.09% of the portfolio and ranks #201 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ESGV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ESGV in Q4 2025 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Axxcess Wealth Management held 43,453 shares of Vanguard ESG US Stock ETF worth $5.75M as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.09% of Axxcess Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Axxcess Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.