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

Diversify 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 Q3	$246K	Buy	+1,800	New	+$242K	﹤0.01%	1156

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

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

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

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Diversify Wealth Management's ESGV Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q3 2026: 1,800 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings.

231 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Diversify Wealth Management held 1,800 shares of Vanguard ESG US Stock ETF worth $246K as of Q3 2026.
Vanguard ESG US Stock ETF was a new Diversify Wealth Management position in Q3 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1156 holding.
231 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.