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

Connecticut 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	$212K	Buy	+1,604	New	+$205K	0.01%	328

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

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

Connecticut Wealth Management opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,604 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings.

714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Connecticut Wealth Management held 1,604 shares of Vanguard ESG US Stock ETF worth $212K as of Q2 2026.
Vanguard ESG US Stock ETF was a new Connecticut Wealth Management position in Q2 2026.
Vanguard ESG US Stock ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #328 holding.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.