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

Dakota 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	$304K	Hold	2,299	–	–	0.01%	662
2026 Q1	$258K	Sell	2,299 -1,451	-39%	-$172K	0.01%	684
2025 Q4	$454K	Sell	3,750 -1,914	-34%	-$230K	0.01%	571
2025 Q3	$671K	Buy	5,664 +2,657	+88%	+$302K	0.01%	429
2025 Q2	$330K	Buy	3,007 +502	+20%	+$50.6K	0.01%	589
2025 Q1	$245K	Hold	2,505	–	–	0.01%	672
2024 Q4	$263K	Buy	+2,505	New	+$263K	0.01%	653
2022 Q2	–	Sell	-4,150	Closed	-$336K	–	521
2022 Q1	$336K	Sell	4,150 -570	-12%	-$45.8K	0.03%	346
2021 Q4	$415K	Buy	4,720 +1,350	+40%	+$115K	0.04%	265
2021 Q3	$270K	Buy	3,370 +100	+3%	+$8.24K	0.03%	295
2021 Q2	$262K	Buy	3,270 +100	+3%	+$7.76K	0.03%	293
2021 Q1	$234K	Hold	3,170	–	–	0.03%	280
2020 Q4	$222K	Buy	+3,170	New	+$209K	0.03%	291

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

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

Dakota Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,299 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #662.

Dakota Wealth Management first reported a position in ESGV in Q4 2020 and has held it in 13 quarters since. The position peaked at $671K in Q3 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Dakota Wealth Management held 2,299 shares of Vanguard ESG US Stock ETF worth $304K as of Q2 2026.
Dakota Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #662 holding.
Dakota Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 13 quarters since.
Dakota Wealth Management's Vanguard ESG US Stock ETF position peaked at $671K in Q3 2025.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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