Empirical Wealth Management
ESGV icon

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

Empirical 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 		$343K Buy
2,533
+69
+3% +$9.28K ﹤0.01% 907
2026
Q2 		$326K Buy
+2,464
New +$314K ﹤0.01% 845

Other funds holding ESGV

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Wealthfront Advisers
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Empirical Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.8% in Q3 2026, buying an estimated $9.28K and bringing the position to 2,533 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Empirical Wealth Management first reported a position in ESGV in Q2 2026 and has held it in 2 quarters since. 658 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Empirical Wealth Management held 2,533 shares of Vanguard ESG US Stock ETF worth $343K as of Q3 2026.
  • Empirical Wealth Management bought 69 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $9.28K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #907 holding.
  • Empirical Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2026 and has held it in 2 quarters since.
  • 658 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.