EP Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

EP Wealth Advisors’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	$2.93M	Buy	22,190 +2	+0%	+$255	0.01%	493
2026 Q1	$2.49M	Sell	22,188 -2,551	-10%	-$303K	0.01%	435
2025 Q4	$2.99M	Buy	+24,739	New	+$2.97M	0.02%	363
2025 Q2	$572K	Sell	5,215 -207	-4%	-$20.9K	﹤0.01%	734
2025 Q1	$531K	Sell	5,422 -4,102	-43%	-$429K	﹤0.01%	684
2024 Q4	$999K	Sell	9,524 -4,572	-32%	-$480K	0.01%	501
2024 Q3	$1.43M	Buy	14,096 +1,720	+14%	+$169K	0.01%	421
2024 Q2	$1.2M	Hold	12,376	–	–	0.01%	357
2024 Q1	$1.15M	Sell	12,376 -7,138	-37%	-$635K	0.01%	354
2023 Q4	$1.66M	Buy	+19,514	New	+$1.54M	0.02%	288
2023 Q1	–	Sell	-2,675	Closed	-$176K	–	656
2022 Q4	$176K	Buy	+2,675	New	+$178K	﹤0.01%	565

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

EP Wealth Advisors's ESGV Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.01% in Q2 2026, buying an estimated $255 and bringing the position to 22,190 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #493.

EP Wealth Advisors first reported a position in ESGV in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.99M in Q4 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

EP Wealth Advisors held 22,190 shares of Vanguard ESG US Stock ETF worth $2.93M as of Q2 2026.
EP Wealth Advisors bought 2 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $255.
Vanguard ESG US Stock ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #493 holding.
EP Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 11 quarters since.
EP Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $2.99M in Q4 2025.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.