EI
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Ethic Inc’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ethic Inc’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 		$474K Buy
+3,586
New +$457K 0.01% 959
2022
Q2 		– Sell
-3,613
Closed -$293K – 764
2022
Q1 		$293K Buy
+3,613
New +$290K 0.02% 611

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

Ethic Inc's ESGV Position: Q2 2026 in Review

Ethic Inc opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 3,586 shares worth $474K. The stake represents 0.01% of the portfolio and ranks #959 among its holdings. This is a return to the name: Ethic Inc previously reported a position in ESGV as recently as Q1 2022.

Ethic Inc first reported a position in ESGV in Q1 2022 and has held it in 2 quarters since. 717 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Ethic Inc held 3,586 shares of Vanguard ESG US Stock ETF worth $474K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Ethic Inc position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #959 holding.
  • Ethic Inc first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 2 quarters since.
  • 717 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.