DeDora Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

DeDora Capital’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	$1.54M	Buy	11,631 +9,407	+423%	+$1.2M	0.33%	56
2026 Q1	$250K	Buy	2,224 +3	+0.1%	+$356	0.06%	113
2025 Q4	$269K	Buy	2,221 +49	+2%	+$5.88K	0.06%	107
2025 Q3	$257K	Buy	2,172 +210	+11%	+$23.9K	0.06%	109
2025 Q2	$215K	Buy	+1,962	New	+$198K	0.06%	112
2023 Q2	–	Sell	-2,804	Closed	-$201K	–	102
2023 Q1	$201K	Buy	+2,804	New	+$195K	0.09%	102
2022 Q2	–	Sell	-3,116	Closed	-$253K	–	199
2022 Q1	$253K	Sell	3,116 -341	-10%	-$27.4K	0.1%	87
2021 Q4	$317K	Buy	3,457 +341	+11%	+$29.1K	0.18%	45
2021 Q3	$249K	Hold	3,116	–	–	0.11%	87
2021 Q2	$249K	Hold	3,116	–	–	0.11%	87
2021 Q1	$230K	Buy	+3,116	New	+$226K	0.11%	90

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

DeDora Capital's ESGV Position: Q2 2026 in Review

DeDora Capital increased its Vanguard ESG US Stock ETF (ESGV) stake by 423% in Q2 2026, buying an estimated $1.2M and bringing the position to 11,631 shares worth $1.54M. The position accounts for 0.33% of the portfolio, ranked #56.

DeDora Capital first reported a position in ESGV in Q1 2021 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

DeDora Capital held 11,631 shares of Vanguard ESG US Stock ETF worth $1.54M as of Q2 2026.
DeDora Capital bought 9,407 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.2M.
Vanguard ESG US Stock ETF made up 0.33% of DeDora Capital's portfolio in Q2 2026, its #56 holding.
DeDora Capital first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 11 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.