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

Boston Standard 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 		$10.6M Buy
79,946
+774
+1% +$98.7K 1.54% 15
2026
Q1 		$8.96M Buy
79,172
+47
+0.1% +$5.58K 1.47% 15
2025
Q4 		$9.57M Sell
79,125
-2,046
-3% -$245K 1.58% 13
2025
Q3 		$9.61M Buy
81,171
+10,797
+15% +$1.23M 1.62% 13
2025
Q2 		$7.72M Buy
70,374
+4,531
+7% +$457K 1.39% 13
2025
Q1 		$6.36M Sell
65,843
-473
-0.7% -$49.5K 1.4% 12
2024
Q4 		$6.96M Buy
+66,316
New +$6.96M 1.35% 13
2024
Q3 		– Sell
-65,843
Closed -$6.36M – 48
2024
Q2 		$6.36M Sell
65,843
-1,194
-2% -$111K 1.4% 12
2024
Q1 		$6.25M Sell
67,037
-1,847
-3% -$164K 1.41% 12
2023
Q4 		$5.18M Hold
68,884
– – 1.37% 13
2023
Q3 		$5.18M Sell
68,884
-3,902
-5% -$306K 1.37% 13
2023
Q2 		$5.7M Buy
72,786
+1,432
+2% +$105K 1.46% 14
2023
Q1 		$5.12M Sell
71,354
-10,503
-13% -$732K 1.47% 14
2022
Q4 		$5.39M Buy
81,857
+1,028
+1% +$68.6K 1.6% 14
2022
Q3 		$5.08M Buy
80,829
+924
+1% +$64.9K 1.71% 13
2022
Q2 		$5.36M Buy
79,905
+2,338
+3% +$169K 1.72% 13
2022
Q1 		$6.29M Sell
77,567
-240
-0.3% -$19.3K 1.8% 12
2021
Q4 		$6.84M Sell
77,807
-449
-0.6% -$38.4K 1.91% 12
2021
Q3 		$6.26M Buy
78,256
+339
+0.4% +$27.9K 1.87% 12
2021
Q2 		$6.23M Buy
77,917
+12,294
+19% +$954K 1.89% 12
2021
Q1 		$4.8M Buy
65,623
+5,211
+9% +$377K 1.56% 13
2020
Q4 		$4.24M Buy
60,412
+3,070
+5% +$203K 1.58% 13
2020
Q3 		$3.54M Buy
57,342
+1,842
+3% +$112K 1.49% 13
2020
Q2 		$3.13M Buy
55,500
+2,712
+5% +$143K 1.41% 13
2020
Q1 		$2.3M Buy
52,788
+4,890
+10% +$264K 1.25% 13
2019
Q4 		$2.71M Buy
47,898
+197
+0.4% +$10.6K 1.21% 13
2019
Q3 		$2.48M Buy
47,701
+1,312
+3% +$67.9K 1.19% 13
2019
Q2 		$2.4M Buy
46,389
+13,028
+39% +$653K 1.17% 13
2019
Q1 		$1.66M Buy
+33,361
New +$1.57M 0.86% 16

Other funds holding ESGV

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
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
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Boston Standard Wealth Management's ESGV Position: Q2 2026 in Review

Boston Standard Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.98% in Q2 2026, buying an estimated $98.7K and bringing the position to 79,946 shares worth $10.6M. The position accounts for 1.54% of the portfolio, ranked #15.

Boston Standard Wealth Management first reported a position in ESGV in Q1 2019 and has held it in 29 quarters since. 343 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Boston Standard Wealth Management held 79,946 shares of Vanguard ESG US Stock ETF worth $10.6M as of Q2 2026.
  • Boston Standard Wealth Management bought 774 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $98.7K.
  • Vanguard ESG US Stock ETF made up 1.54% of Boston Standard Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Boston Standard Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q1 2019 and has held it in 29 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.