Envestnet Portfolio Solutions
ESGV icon

Envestnet Portfolio Solutions’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Envestnet Portfolio 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 		$336K Buy
2,543
+744
+41% +$94.9K ﹤0.01% 1129
2026
Q1 		$202K Sell
1,799
-253
-12% -$30K ﹤0.01% 1277
2025
Q4 		$248K Buy
2,052
+293
+17% +$35.1K ﹤0.01% 1376
2025
Q3 		$208K Buy
+1,759
New +$200K ﹤0.01% 1410
2025
Q2 		– Sell
-2,281
Closed -$223K – 1558
2025
Q1 		$223K Sell
2,281
-703
-24% -$73.5K ﹤0.01% 1443
2024
Q4 		$313K Sell
2,984
-174
-6% -$18.3K ﹤0.01% 1485
2024
Q3 		$321K Buy
3,158
+460
+17% +$45.1K ﹤0.01% 1410
2024
Q2 		$261K Sell
2,698
-177
-6% -$16.4K ﹤0.01% 1455
2024
Q1 		$268K Buy
2,875
+18
+0.6% +$1.6K ﹤0.01% 1416
2023
Q4 		$243K Sell
2,857
-194
-6% -$15.3K ﹤0.01% 1400
2023
Q3 		$229K Buy
+3,051
New +$239K ﹤0.01% 1367

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 Portfolio Solutions's ESGV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard ESG US Stock ETF (ESGV) stake by 41% in Q2 2026, buying an estimated $94.9K and bringing the position to 2,543 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Envestnet Portfolio Solutions first reported a position in ESGV in Q3 2023 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,543 shares of Vanguard ESG US Stock ETF worth $336K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 744 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $94.9K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1129 holding.
  • Envestnet Portfolio Solutions first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 11 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.