Diversified Enterprises’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Diversified Enterprises’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 Q3	$265K	Sell	1,955 -446	-19%	-$60K	0.01%	374
2026 Q2	$318K	Sell	2,401 -263	-10%	-$33.5K	0.02%	320
2026 Q1	$299K	Hold	2,664	–	–	0.02%	323
2025 Q4	$322K	Hold	2,664	–	–	0.02%	282
2025 Q3	$316K	Hold	2,664	–	–	0.02%	230
2025 Q2	$292K	Hold	2,664	–	–	0.02%	232
2025 Q1	$261K	Hold	2,664	–	–	0.02%	254
2024 Q4	$279K	Buy	+2,664	New	+$280K	0.03%	198

Other funds holding ESGV

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Diversified Enterprises's ESGV Position: Q3 2026 in Review

Diversified Enterprises reduced its Vanguard ESG US Stock ETF (ESGV) stake by 19% in Q3 2026, selling an estimated $60K and leaving 1,955 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #374.

Diversified Enterprises first reported a position in ESGV in Q4 2024 and has held it in 8 quarters since. The position peaked at $322K in Q4 2025. 319 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Diversified Enterprises held 1,955 shares of Vanguard ESG US Stock ETF worth $265K as of Q3 2026.
Diversified Enterprises sold 446 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $60K.
Vanguard ESG US Stock ETF made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #374 holding.
Diversified Enterprises first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 8 quarters since.
Diversified Enterprises's Vanguard ESG US Stock ETF position peaked at $322K in Q4 2025.
319 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.