CWM
ESGV icon

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

Chemistry 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 		$1.43M Hold
10,827
– – 0.23% 64
2026
Q1 		$1.22M Hold
10,827
– – 0.21% 70
2025
Q4 		$1.31M Hold
10,827
– – 0.25% 67
2025
Q3 		$1.28M Buy
+10,827
New +$1.23M 0.25% 64

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

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

Chemistry Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 10,827 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #64.

Chemistry Wealth Management first reported a position in ESGV in Q3 2025 and has held it in 4 quarters since. 364 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Chemistry Wealth Management held 10,827 shares of Vanguard ESG US Stock ETF worth $1.43M as of Q2 2026.
  • Chemistry Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.23% of Chemistry Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Chemistry Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 364 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.