Envestnet Asset Management
ESGV icon

Envestnet Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Envestnet Asset 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
Q2 		$30.4M Sell
230,220
-10,555
-4% -$1.35M 0.01% 1156
2026
Q1 		$27M Buy
240,775
+57,419
+31% +$6.82M 0.01% 1139
2025
Q4 		$22.2M Sell
183,356
-43,620
-19% -$5.23M 0.01% 1142
2025
Q3 		$26.9M Sell
226,976
-28,473
-11% -$3.24M 0.01% 1097
2025
Q2 		$28M Buy
255,449
+1,652
+0.7% +$167K 0.01% 1044
2025
Q1 		$24.9M Buy
253,797
+12,166
+5% +$1.27M 0.01% 1061
2024
Q4 		$25.3M Sell
241,631
-2,432
-1% -$255K 0.01% 1054
2024
Q3 		$24.8M Buy
244,063
+41,316
+20% +$4.05M 0.01% 1057
2024
Q2 		$19.6M Sell
202,747
-16,007
-7% -$1.48M 0.01% 1141
2024
Q1 		$20.4M Sell
218,754
-11,465
-5% -$1.02M 0.01% 1097
2023
Q4 		$19.6M Buy
230,219
+8,695
+4% +$685K 0.01% 1046
2023
Q3 		$16.7M Buy
221,524
+2,352
+1% +$185K 0.01% 1075
2023
Q2 		$17.2M Sell
219,172
-3,305
-1% -$243K 0.01% 1004
2023
Q1 		$16M Buy
222,477
+9,720
+5% +$677K 0.01% 1007
2022
Q4 		$14M Buy
212,757
+24,140
+13% +$1.61M 0.01% 1022
2022
Q3 		$11.9M Sell
188,617
-21,287
-10% -$1.49M 0.01% 1054
2022
Q2 		$13.9M Buy
209,904
+12,994
+7% +$938K 0.01% 983
2022
Q1 		$16M Buy
196,910
+9,858
+5% +$793K 0.01% 957
2021
Q4 		$16.4M Buy
187,052
+12,128
+7% +$1.04M 0.01% 927
2021
Q3 		$14M Buy
174,924
+41,995
+32% +$3.46M 0.01% 964
2021
Q2 		$10.6M Buy
132,929
+10,076
+8% +$782K 0.01% 1096
2021
Q1 		$9.06M Buy
122,853
+51,145
+71% +$3.7M 0.01% 1092
2020
Q4 		$5.03M Buy
71,708
+36,667
+105% +$2.42M ﹤0.01% 1273
2020
Q3 		$2.17M Buy
35,041
+7,301
+26% +$444K ﹤0.01% 1577
2020
Q2 		$1.56M Sell
27,740
-32,117
-54% -$1.69M ﹤0.01% 1719
2020
Q1 		$2.74M Buy
59,857
+49,437
+474% +$2.67M ﹤0.01% 1266
2019
Q4 		$589K Buy
10,420
+5,720
+122% +$309K ﹤0.01% 2352
2019
Q3 		$244K Sell
4,700
-198
-4% -$10.2K ﹤0.01% 2770
2019
Q2 		$251K Buy
+4,898
New +$246K ﹤0.01% 2784

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

Envestnet Asset Management's ESGV Position: Q2 2026 in Review

Envestnet Asset Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.4% in Q2 2026, selling an estimated $1.35M and leaving 230,220 shares worth $30.4M. The position accounts for 0.01% of the portfolio, ranked #1156.

Envestnet Asset Management 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.

  • Envestnet Asset Management held 230,220 shares of Vanguard ESG US Stock ETF worth $30.4M as of Q2 2026.
  • Envestnet Asset Management sold 10,555 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.35M.
  • Vanguard ESG US Stock ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1156 holding.
  • Envestnet Asset Management 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.