Curio Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Curio Wealth’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	$899K	Hold	6,797	–	–	0.28%	38
2026 Q1	$763K	Hold	6,797	–	–	0.26%	42
2025 Q4	$832K	Hold	6,797	–	–	0.29%	37
2025 Q3	$805K	Hold	6,797	–	–	0.33%	34
2025 Q2	$745K	Buy	6,797 +6,793	+169,825%	+$685K	0.33%	37
2025 Q1	$758K	Sell	4 -7,224	-100%	-$755K	0.39%	40
2024 Q4	$758K	Buy	+7,228	New	+$758K	0.41%	39

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

Curio Wealth's ESGV Position: Q2 2026 in Review

Curio Wealth held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 6,797 shares worth $899K. The position accounts for 0.28% of the portfolio, ranked #38.

Curio Wealth first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Curio Wealth held 6,797 shares of Vanguard ESG US Stock ETF worth $899K as of Q2 2026.
Curio Wealth left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.28% of Curio Wealth's portfolio in Q2 2026, its #38 holding.
Curio Wealth first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.