EI
ESGV icon

Ellevest Inc’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ellevest 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 		$723K Buy
5,876
+965
+20% +$123K 0.09% 172
2026
Q1 		$551K Buy
4,911
+24
+0.5% +$2.85K 0.08% 196
2025
Q4 		$591K Sell
4,887
-69
-1% -$8.28K 0.08% 177
2025
Q3 		$587K Sell
4,956
-49
-1% -$5.58K 0.08% 186
2025
Q2 		$549K Buy
5,005
+37
+0.7% +$3.73K 0.09% 180
2025
Q1 		$487K Sell
4,968
-50
-1% -$5.23K 0.03% 197
2024
Q4 		$526K Sell
5,018
-318
-6% -$33.4K 0.03% 186
2024
Q3 		$542K Sell
5,336
-1,953
-27% -$191K 0.03% 196
2024
Q2 		$704K Buy
7,289
+2,246
+45% +$208K 0.04% 149
2024
Q1 		$470K Buy
5,043
+53
+1% +$4.71K 0.03% 220
2023
Q4 		$425K Sell
4,990
-81
-2% -$6.38K 0.03% 224
2023
Q3 		$381K Buy
5,071
+67
+1% +$5.26K 0.03% 212
2023
Q2 		$392K Sell
5,004
-221
-4% -$16.3K 0.03% 214
2023
Q1 		$375K Sell
5,225
-1,439
-22% -$100K 0.03% 195
2022
Q4 		$439K Buy
6,664
+6,232
+1,443% +$416K 0.04% 148
2022
Q3 		$27K Buy
432
+2
+0.5% +$140 ﹤0.01% 738
2022
Q2 		$29K Buy
430
+1
+0.2% +$72 ﹤0.01% 688
2022
Q1 		$35K Buy
429
+1
+0.2% +$80 ﹤0.01% 615
2021
Q4 		$38K Sell
428
-980
-70% -$83.7K ﹤0.01% 573
2021
Q3 		$113K Sell
1,408
-676
-32% -$55.7K 0.01% 361
2021
Q2 		$167K Buy
2,084
+349
+20% +$27.1K 0.02% 296
2021
Q1 		$128K Buy
1,735
+96
+6% +$6.95K 0.02% 307
2020
Q4 		$115K Buy
1,639
+13
+0.8% +$858 0.02% 275
2020
Q3 		$100K Buy
1,626
+268
+20% +$16.3K 0.02% 261
2020
Q2 		$77K Buy
1,358
+1,188
+699% +$62.5K 0.02% 272
2020
Q1 		$8K Sell
170
-1,667
-91% -$89.9K ﹤0.01% 583
2019
Q4 		$104K Sell
1,837
-1,406
-43% -$75.9K 0.03% 106
2019
Q3 		$168K Hold
3,243
– – 0.06% 58
2019
Q2 		$166K Buy
+3,243
New +$163K 0.07% 60

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

Ellevest Inc's ESGV Position: Q2 2026 in Review

Ellevest Inc increased its Vanguard ESG US Stock ETF (ESGV) stake by 20% in Q2 2026, buying an estimated $123K and bringing the position to 5,876 shares worth $723K. The position accounts for 0.09% of the portfolio, ranked #172.

Ellevest Inc first reported a position in ESGV in Q2 2019 and has held it in 29 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Ellevest Inc held 5,876 shares of Vanguard ESG US Stock ETF worth $723K as of Q2 2026.
  • Ellevest Inc bought 965 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $123K.
  • Vanguard ESG US Stock ETF made up 0.09% of Ellevest Inc's portfolio in Q2 2026, its #172 holding.
  • Ellevest Inc first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 29 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.