CA
ESGV icon

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

Crewe 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 		$48.2M Buy
364,656
+79
+0% +$10.1K 3.49% 7
2026
Q1 		$40.9M Buy
364,577
+42,169
+13% +$5.01M 3.49% 7
2025
Q4 		$39M Sell
322,408
-21
-0% -$2.52K 3.45% 8
2025
Q3 		$38.2M Sell
322,429
-551
-0.2% -$62.7K 3.64% 8
2025
Q2 		$35.4M Buy
322,980
+1,073
+0.3% +$108K 5.01% 6
2025
Q1 		$31.5M Buy
321,907
+10,397
+3% +$1.09M 4.43% 6
2024
Q4 		$32.7M Buy
311,510
+444
+0.1% +$46.6K 4.51% 6
2024
Q3 		$31.6M Buy
311,066
+216
+0.1% +$21.2K 3.67% 7
2024
Q2 		$30M Sell
310,850
-4,638
-1% -$430K 3.37% 7
2024
Q1 		$29.4M Buy
315,488
+530
+0.2% +$47.1K 3.43% 6
2023
Q4 		$26.8M Sell
314,958
-31,170
-9% -$2.46M 4.24% 6
2023
Q3 		$26M Sell
346,128
-2,850
-0.8% -$224K 4.5% 6
2023
Q2 		$27.3M Buy
348,978
+465
+0.1% +$34.2K 3.84% 6
2023
Q1 		$25M Sell
348,513
-13,510
-4% -$941K 3.65% 6
2022
Q4 		$23.8M Sell
362,023
-6,054
-2% -$404K 3.78% 6
2022
Q3 		$23.2M Buy
368,077
+5
+0% +$351 4.18% 6
2022
Q2 		$24.4M Sell
368,072
-105,625
-22% -$7.63M 5.4% 5
2022
Q1 		$38.4M Buy
473,697
+279
+0.1% +$22.4K 7.49% 4
2021
Q4 		$41.6M Buy
473,418
+93,869
+25% +$8.02M 8.46% 3
2021
Q3 		$30.4M Buy
379,549
+277,827
+273% +$22.9M 7.18% 5
2021
Q2 		$8.14M Sell
101,722
-35,992
-26% -$2.79M 2.02% 10
2021
Q1 		$10.2M Buy
137,714
+27,560
+25% +$2M 2.52% 10
2020
Q4 		$7.73M Buy
110,154
+22,248
+25% +$1.47M 3.09% 11
2020
Q3 		$5.43M Buy
87,906
+19,468
+28% +$1.18M 2.55% 9
2020
Q2 		$3.86M Hold
68,438
– – 1.89% 12
2020
Q1 		$3.13M Buy
68,438
+18,766
+38% +$1.01M 1.87% 9
2019
Q4 		$2.81M Buy
+49,672
New +$2.68M 1.23% 13

Other funds holding ESGV

VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

Crewe Advisors's ESGV Position: Q2 2026 in Review

Crewe Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.02% in Q2 2026, buying an estimated $10.1K and bringing the position to 364,656 shares worth $48.2M. The position accounts for 3.49% of the portfolio, ranked #7.

Crewe Advisors first reported a position in ESGV in Q4 2019 and has held it in 27 quarters since. 448 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Crewe Advisors held 364,656 shares of Vanguard ESG US Stock ETF worth $48.2M as of Q2 2026.
  • Crewe Advisors bought 79 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $10.1K.
  • Vanguard ESG US Stock ETF made up 3.49% of Crewe Advisors's portfolio in Q2 2026, its #7 holding.
  • Crewe Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and has held it in 27 quarters since.
  • 448 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.