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Dynamic Advisor Solutions’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Dynamic Advisor Solutions’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 		$954K Buy
7,214
+55
+0.8% +$7.01K 0.03% 503
2026
Q1 		$804K Hold
7,159
– – 0.03% 510
2025
Q4 		$866K Hold
7,159
– – 0.03% 498
2025
Q3 		$848K Sell
7,159
-541
-7% -$61.6K 0.02% 507
2025
Q2 		$844K Hold
7,700
– – 0.03% 488
2025
Q1 		$754K Buy
+7,700
New +$805K 0.02% 489
2024
Q4 		– Sell
-9,033
Closed -$918K – 709
2024
Q3 		$918K Sell
9,033
-1,429
-14% -$140K 0.03% 477
2024
Q2 		$1.01M Sell
10,462
-79
-0.7% -$7.32K 0.03% 456
2024
Q1 		$982K Sell
10,541
-630
-6% -$56K 0.03% 451
2023
Q4 		$930K Sell
11,171
-1,757
-14% -$138K 0.03% 427
2023
Q3 		$972K Sell
12,928
-41
-0.3% -$3.22K 0.05% 361
2023
Q2 		$1.02M Buy
12,969
+1,627
+14% +$120K 0.05% 336
2023
Q1 		$813K Buy
11,342
+188
+2% +$13.1K 0.05% 364
2022
Q4 		$735K Sell
11,154
-378
-3% -$25.2K 0.05% 340
2022
Q3 		$725K Sell
11,532
-6,165
-35% -$433K 0.06% 306
2022
Q2 		$1.18M Buy
17,697
+33
+0.2% +$2.38K 0.09% 227
2022
Q1 		$1.43M Sell
17,664
-1,313
-7% -$106K 0.1% 211
2021
Q4 		$1.67M Sell
18,977
-3,065
-14% -$262K 0.12% 188
2021
Q3 		$1.76M Sell
22,042
-575
-3% -$47.4K 0.13% 185
2021
Q2 		$1.81M Buy
22,617
+2,160
+11% +$168K 0.14% 176
2021
Q1 		$1.51M Buy
20,457
+2,200
+12% +$159K 0.14% 176
2020
Q4 		$1.28M Buy
18,257
+10,822
+146% +$714K 0.12% 192
2020
Q3 		$460K Buy
+7,435
New +$452K 0.05% 335

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

Dynamic Advisor Solutions's ESGV Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.77% in Q2 2026, buying an estimated $7.01K and bringing the position to 7,214 shares worth $954K. The position accounts for 0.03% of the portfolio, ranked #503.

Dynamic Advisor Solutions first reported a position in ESGV in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.81M in Q2 2021. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Dynamic Advisor Solutions held 7,214 shares of Vanguard ESG US Stock ETF worth $954K as of Q2 2026.
  • Dynamic Advisor Solutions bought 55 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $7.01K.
  • Vanguard ESG US Stock ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #503 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 23 quarters since.
  • Dynamic Advisor Solutions's Vanguard ESG US Stock ETF position peaked at $1.81M in Q2 2021.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.