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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
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

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

Diversified Enterprises's ESGV Position: Q2 2026 in Review

Diversified Enterprises reduced its Vanguard ESG US Stock ETF (ESGV) stake by 9.9% in Q2 2026, selling an estimated $33.5K and leaving 2,401 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #320.

Diversified Enterprises first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $322K in Q4 2025. 717 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Diversified Enterprises held 2,401 shares of Vanguard ESG US Stock ETF worth $318K as of Q2 2026.
  • Diversified Enterprises sold 263 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $33.5K.
  • Vanguard ESG US Stock ETF made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #320 holding.
  • Diversified Enterprises first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • Diversified Enterprises's Vanguard ESG US Stock ETF position peaked at $322K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.