DJSG
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D.J. St. Germain’s Vanguard ESG US Stock ETF ESGV Stock Holding History

D.J. St. Germain’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 		$9.54M Buy
72,105
+855
+1% +$109K 0.34% 74
2026
Q1 		$8M Buy
71,250
+1,753
+3% +$208K 0.32% 76
2025
Q4 		$8.41M Buy
69,497
+8,893
+15% +$1.07M 0.33% 74
2025
Q3 		$7.18M Buy
60,604
+865
+1% +$98.5K 0.29% 76
2025
Q2 		$6.55M Buy
59,739
+558
+0.9% +$56.3K 0.28% 79
2025
Q1 		$5.8M Buy
59,181
+5,367
+10% +$561K 0.27% 86
2024
Q4 		$5.64M Buy
53,814
+4,773
+10% +$501K 0.26% 90
2024
Q3 		$4.99M Sell
49,041
-349
-0.7% -$34.2K 0.23% 92
2024
Q2 		$4.77M Buy
49,390
+24,861
+101% +$2.3M 0.23% 95
2024
Q1 		$2.29M Buy
24,529
+847
+4% +$75.3K 0.11% 118
2023
Q4 		$2.01M Buy
23,682
+2,982
+14% +$235K 0.1% 122
2023
Q3 		$1.56M Buy
20,700
+1,914
+10% +$150K 0.09% 130
2023
Q2 		$1.47M Buy
+18,786
New +$1.38M 0.08% 128
2022
Q4 		$1.27M Buy
38,926
+20,150
+107% +$1.34M 0.43% 41
2022
Q3 		$1.25M Hold
18,776
– – 0.08% 115
2022
Q2 		$1.25M Buy
18,776
+1,093
+6% +$78.9K 0.08% 115
2022
Q1 		$1.43M Buy
17,683
+686
+4% +$55.2K 0.08% 116
2021
Q4 		$1.49M Buy
16,997
+1,313
+8% +$112K 0.08% 114
2021
Q3 		$1.26M Buy
15,684
+4,189
+36% +$345K 0.08% 117
2021
Q2 		$919K Hold
11,495
– – 0.06% 127
2021
Q1 		$848K Buy
11,495
+5,373
+88% +$389K 0.06% 121
2020
Q4 		$430K Buy
6,122
+1,456
+31% +$96.1K 0.03% 170
2020
Q3 		$288K Buy
4,666
+413
+10% +$25.1K 0.02% 187
2020
Q2 		$240K Buy
+4,253
New +$224K 0.02% 197

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

D.J. St. Germain's ESGV Position: Q2 2026 in Review

D.J. St. Germain increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.2% in Q2 2026, buying an estimated $109K and bringing the position to 72,105 shares worth $9.54M. The position accounts for 0.34% of the portfolio, ranked #74.

D.J. St. Germain first reported a position in ESGV in Q2 2020 and has held it in 24 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • D.J. St. Germain held 72,105 shares of Vanguard ESG US Stock ETF worth $9.54M as of Q2 2026.
  • D.J. St. Germain bought 855 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $109K.
  • Vanguard ESG US Stock ETF made up 0.34% of D.J. St. Germain's portfolio in Q2 2026, its #74 holding.
  • D.J. St. Germain first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 24 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.