BZWA
ESGV icon

Blue Zone Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Blue Zone Wealth Advisors’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 		$381K Hold
2,883
– – 0.07% 93
2026
Q1 		$324K Hold
2,883
– – 0.07% 99
2025
Q4 		$349K Hold
2,883
– – 0.07% 109
2025
Q3 		$341K Hold
2,883
– – 0.07% 101
2025
Q2 		$316K Buy
+2,883
New +$291K 0.08% 87

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Blue Zone Wealth Advisors's ESGV Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,883 shares worth $381K. The position accounts for 0.07% of the portfolio, ranked #93.

Blue Zone Wealth Advisors first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Blue Zone Wealth Advisors held 2,883 shares of Vanguard ESG US Stock ETF worth $381K as of Q2 2026.
  • Blue Zone Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.07% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Blue Zone Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.