Clearstead Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Clearstead 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	$775K	Sell	5,860 -6,846	-54%	-$873K	0.01%	617
2026 Q1	$1.43M	Buy	12,706 +11,765	+1,250%	+$1.4M	0.01%	438
2025 Q4	$114K	Buy	941 +1	+0.1%	+$120	﹤0.01%	1092
2025 Q3	$111K	Buy	940 +586	+166%	+$66.7K	﹤0.01%	1017
2025 Q2	$38.9K	Hold	354	–	–	﹤0.01%	1369
2025 Q1	$34.6K	Buy	354 +1	+0.3%	+$105	﹤0.01%	1265
2024 Q4	$37K	Buy	353 +1	+0.3%	+$105	﹤0.01%	1232
2024 Q3	$35.8K	Buy	352 +1	+0.3%	+$98	﹤0.01%	1278
2024 Q2	$33.9K	Sell	351 -29	-8%	-$2.69K	﹤0.01%	1258
2024 Q1	$35K	Buy	+380	New	+$33.8K	﹤0.01%	845

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Clearstead Advisors's ESGV Position: Q2 2026 in Review

Clearstead Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 54% in Q2 2026, selling an estimated $873K and leaving 5,860 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #617.

Clearstead Advisors first reported a position in ESGV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.43M in Q1 2026. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Clearstead Advisors held 5,860 shares of Vanguard ESG US Stock ETF worth $775K as of Q2 2026.
Clearstead Advisors sold 6,846 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $873K.
Vanguard ESG US Stock ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #617 holding.
Clearstead Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 10 quarters since.
Clearstead Advisors's Vanguard ESG US Stock ETF position peaked at $1.43M in Q1 2026.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.