EIM
ESGV icon

Ervin Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ervin Investment 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 		$1.81M Buy
13,688
+860
+7% +$110K 0.98% 19
2026
Q1 		$1.44M Buy
12,828
+957
+8% +$114K 0.84% 21
2025
Q4 		$1.44M Sell
11,871
-60
-0.5% -$7.2K 0.8% 24
2025
Q3 		$1.41M Buy
11,931
+215
+2% +$24.5K 0.81% 23
2025
Q2 		$1.28M Hold
11,716
– – 0.8% 25
2025
Q1 		$1.15M Hold
11,716
– – 0.77% 24
2024
Q4 		$1.23M Hold
11,716
– – 0.79% 22
2024
Q3 		$1.19M Buy
11,716
+90
+0.8% +$8.82K 0.76% 22
2024
Q2 		$1.12M Buy
11,626
+250
+2% +$23.2K 0.78% 22
2024
Q1 		$1.06M Buy
11,376
+50
+0.4% +$4.45K 0.74% 22
2023
Q4 		$963K Hold
11,326
– – 0.74% 22
2023
Q3 		$852K Buy
11,326
+60
+0.5% +$4.71K 0.71% 21
2023
Q2 		$883K Buy
11,266
+435
+4% +$32K 0.71% 23
2023
Q1 		$765K Buy
10,831
+1,240
+13% +$86.4K 0.67% 25
2022
Q4 		$632K Buy
9,591
+375
+4% +$25K 0.58% 26
2022
Q3 		$580K Buy
9,216
+400
+5% +$28.1K 0.57% 25
2022
Q2 		$591K Buy
8,816
+425
+5% +$30.7K 0.55% 24
2022
Q1 		$691K Buy
8,391
+45
+0.5% +$3.62K 0.53% 24
2021
Q4 		$734K Buy
+8,346
New +$713K 0.59% 24

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Ervin Investment Management's ESGV Position: Q2 2026 in Review

Ervin Investment Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 6.7% in Q2 2026, buying an estimated $110K and bringing the position to 13,688 shares worth $1.81M. The position accounts for 0.98% of the portfolio, ranked #19.

Ervin Investment Management first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 205 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Ervin Investment Management held 13,688 shares of Vanguard ESG US Stock ETF worth $1.81M as of Q2 2026.
  • Ervin Investment Management bought 860 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $110K.
  • Vanguard ESG US Stock ETF made up 0.98% of Ervin Investment Management's portfolio in Q2 2026, its #19 holding.
  • Ervin Investment Management first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 205 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.