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Bluestem Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bluestem Financial 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 		$311K Sell
2,349
-104
-4% -$13.3K 0.11% 30
2026
Q1 		$275K Buy
2,453
+1
+0% +$119 0.11% 30
2025
Q4 		$297K Sell
2,452
-393
-14% -$47.1K 0.11% 29
2025
Q3 		$337K Buy
2,845
+1
+0% +$114 0.13% 27
2025
Q2 		$312K Buy
2,844
+2
+0.1% +$202 0.13% 28
2025
Q1 		$278K Buy
2,842
+2
+0.1% +$209 0.13% 28
2024
Q4 		$298K Buy
2,840
+2
+0.1% +$210 0.14% 27
2024
Q3 		$288K Sell
2,838
-149
-5% -$14.6K 0.13% 27
2024
Q2 		$289K Sell
2,987
-237
-7% -$22K 0.15% 27
2024
Q1 		$300K Buy
3,224
+3
+0.1% +$267 0.16% 27
2023
Q4 		$274K Sell
3,221
-387
-11% -$30.5K 0.16% 26
2023
Q3 		$271K Sell
3,608
-21
-0.6% -$1.65K 0.17% 23
2023
Q2 		$284K Buy
3,629
+10
+0.3% +$736 0.17% 24
2023
Q1 		$260K Buy
3,619
+10
+0.3% +$697 0.16% 25
2022
Q4 		$238K Buy
3,609
+17
+0.5% +$1.13K 0.16% 25
2022
Q3 		$226K Buy
3,592
+242
+7% +$17K 0.16% 26
2022
Q2 		$222K Buy
3,350
+10
+0.3% +$722 0.15% 27
2022
Q1 		$271K Buy
3,340
+8
+0.2% +$643 0.17% 25
2021
Q4 		$293K Buy
3,332
+10
+0.3% +$854 0.18% 22
2021
Q3 		$266K Buy
3,322
+105
+3% +$8.65K 0.17% 23
2021
Q2 		$257K Sell
3,217
-667
-17% -$51.7K 0.17% 24
2021
Q1 		$286K Buy
3,884
+8
+0.2% +$579 0.2% 23
2020
Q4 		$272K Buy
3,876
+13
+0.3% +$858 0.2% 24
2020
Q3 		$239K Buy
+3,863
New +$235K 0.2% 24

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Bluestem Financial Advisors's ESGV Position: Q2 2026 in Review

Bluestem Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.2% in Q2 2026, selling an estimated $13.3K and leaving 2,349 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #30.

Bluestem Financial Advisors first reported a position in ESGV in Q3 2020 and has held it in 24 quarters since. The position peaked at $337K in Q3 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Bluestem Financial Advisors held 2,349 shares of Vanguard ESG US Stock ETF worth $311K as of Q2 2026.
  • Bluestem Financial Advisors sold 104 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $13.3K.
  • Vanguard ESG US Stock ETF made up 0.11% of Bluestem Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Bluestem Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 24 quarters since.
  • Bluestem Financial Advisors's Vanguard ESG US Stock ETF position peaked at $337K in Q3 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.