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Cassaday & Co Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cassaday & Co 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 		$35.2K Hold
266
– – ﹤0.01% 684
2026
Q1 		$29.9K Buy
+266
New +$31.6K ﹤0.01% 718

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

Cassaday & Co Wealth Management's ESGV Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 266 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Cassaday & Co Wealth Management first reported a position in ESGV in Q1 2026 and has held it in 2 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cassaday & Co Wealth Management held 266 shares of Vanguard ESG US Stock ETF worth $35.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #684 holding.
  • Cassaday & Co Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q1 2026 and has held it in 2 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.