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

Destination 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	$728K	Hold	5,503	–	–	0.02%	185
2026 Q1	$618K	Sell	5,503 -175	-3%	-$20.8K	0.02%	188
2025 Q4	$687K	Buy	5,678 +131	+2%	+$15.7K	0.02%	169
2025 Q3	$657K	Sell	5,547 -161	-3%	-$18.3K	0.02%	157
2025 Q2	$626K	Hold	5,708	–	–	0.02%	158
2025 Q1	$559K	Hold	5,708	–	–	0.02%	159
2024 Q4	$599K	Sell	5,708 -469	-8%	-$49.2K	0.02%	145
2024 Q3	$628K	Hold	6,177	–	–	0.02%	143
2024 Q2	$597K	Hold	6,177	–	–	0.02%	143
2024 Q1	$576K	Hold	6,177	–	–	0.02%	147
2023 Q4	$525K	Buy	+6,177	New	+$487K	0.02%	150

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

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

Destination Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 5,503 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #185.

Destination Wealth Management first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Destination Wealth Management held 5,503 shares of Vanguard ESG US Stock ETF worth $728K as of Q2 2026.
Destination Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #185 holding.
Destination Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.