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Diversified Portfolios Inc’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Diversified Portfolios Inc’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 		$16.1M Sell
121,505
-9,008
-7% -$1.15M 1.17% 22
2026
Q1 		$14.7M Buy
130,513
+4,908
+4% +$583K 1.2% 20
2025
Q4 		$15.2M Sell
125,605
-1,588
-1% -$190K 1.26% 17
2025
Q3 		$15.1M Sell
127,193
-11,402
-8% -$1.3M 1.33% 17
2025
Q2 		$15.2M Buy
138,595
+1,092
+0.8% +$110K 1.45% 17
2025
Q1 		$13.5M Buy
137,503
+7,752
+6% +$811K 1.42% 18
2024
Q4 		$13.6M Sell
129,751
-12,509
-9% -$1.31M 1.48% 18
2024
Q3 		$14.5M Sell
142,260
-4,367
-3% -$428K 1.62% 17
2024
Q2 		$14.2M Sell
146,627
-5,499
-4% -$510K 1.87% 15
2024
Q1 		$14.2M Sell
152,126
-5,072
-3% -$451K 2% 14
2023
Q4 		$13.4M Sell
157,198
-314
-0.2% -$24.7K 2.1% 13
2023
Q3 		$11.8M Sell
157,512
-9,329
-6% -$732K 2.23% 12
2023
Q2 		$13.1M Buy
166,841
+828
+0.5% +$61K 2.62% 10
2023
Q1 		$11.9M Buy
166,013
+6,696
+4% +$467K 2.65% 9
2022
Q4 		$10.5M Sell
159,317
-105
-0.1% -$7K 2.41% 11
2022
Q3 		$10M Buy
159,422
+1,190
+0.8% +$83.5K 2.7% 6
2022
Q2 		$10.5M Buy
158,232
+7,003
+5% +$506K 2.93% 6
2022
Q1 		$12.3M Buy
151,229
+5,893
+4% +$474K 2.94% 6
2021
Q4 		$12.8M Sell
145,336
-6,834
-4% -$584K 3.07% 6
2021
Q3 		$12.2M Sell
152,170
-1,078
-0.7% -$88.8K 3.37% 6
2021
Q2 		$12.3M Buy
153,248
+9
+0% +$698 4.62% 5
2021
Q1 		$11.3M Sell
153,239
-2,368
-2% -$171K 3.72% 6
2020
Q4 		$10.9M Sell
155,607
-39
-0% -$2.57K 3.91% 6
2020
Q3 		$9.62M Sell
155,646
-22,553
-13% -$1.37M 4.16% 6
2020
Q2 		$10M Buy
178,199
+16,780
+10% +$882K 4.81% 6
2020
Q1 		$7.39M Buy
161,419
+7,596
+5% +$410K 4.1% 6
2019
Q4 		$8.7M Buy
153,823
+1,328
+0.9% +$71.7K 4.12% 6
2019
Q3 		$7.92M Buy
+152,495
New +$7.89M 4.01% 6

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 Portfolios Inc's ESGV Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.9% in Q2 2026, selling an estimated $1.15M and leaving 121,505 shares worth $16.1M. The position accounts for 1.17% of the portfolio, ranked #22.

Diversified Portfolios Inc first reported a position in ESGV in Q3 2019 and has held it in 28 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Diversified Portfolios Inc held 121,505 shares of Vanguard ESG US Stock ETF worth $16.1M as of Q2 2026.
  • Diversified Portfolios Inc sold 9,008 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.15M.
  • Vanguard ESG US Stock ETF made up 1.17% of Diversified Portfolios Inc's portfolio in Q2 2026, its #22 holding.
  • Diversified Portfolios Inc first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 28 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.