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Dunhill Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Dunhill Financial’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 		$289K Hold
2,187
– – 0.06% 122
2026
Q1 		$246K Sell
2,187
-2,184
-50% -$259K 0.06% 131
2025
Q4 		$529K Hold
4,371
– – 0.13% 63
2025
Q3 		$518K Sell
4,371
-2,478
-36% -$282K 0.14% 60
2025
Q2 		$751K Hold
6,849
– – 0.22% 50
2025
Q1 		$671K Buy
6,849
+4
+0.1% +$418 0.31% 41
2024
Q4 		$718K Hold
6,845
– – 0.33% 34
2024
Q3 		$696K Buy
+6,845
New +$671K 0.36% 30

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

Dunhill Financial's ESGV Position: Q2 2026 in Review

Dunhill Financial held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,187 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #122.

Dunhill Financial first reported a position in ESGV in Q3 2024 and has held it in 8 quarters since. The position peaked at $751K in Q2 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Dunhill Financial held 2,187 shares of Vanguard ESG US Stock ETF worth $289K as of Q2 2026.
  • Dunhill Financial left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.06% of Dunhill Financial's portfolio in Q2 2026, its #122 holding.
  • Dunhill Financial first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 8 quarters since.
  • Dunhill Financial's Vanguard ESG US Stock ETF position peaked at $751K in Q2 2025.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.