Everett Harris & Co’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Everett Harris & Co’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	$2.12M	Hold	16,000	–	–	0.03%	113
2026 Q1	$1.8M	Hold	16,000	–	–	0.02%	123
2025 Q4	$1.94M	Hold	16,000	–	–	0.02%	121
2025 Q3	$1.9M	Hold	16,000	–	–	0.02%	124
2025 Q2	$1.75M	Hold	16,000	–	–	0.02%	123
2025 Q1	$1.57M	Hold	16,000	–	–	0.02%	118
2024 Q4	$1.68M	Hold	16,000	–	–	0.02%	110
2024 Q3	$1.63M	Hold	16,000	–	–	0.02%	108
2024 Q2	$1.55M	Hold	16,000	–	–	0.02%	108
2024 Q1	$1.49M	Buy	16,000 +7,000	+78%	+$622K	0.02%	114
2023 Q4	$766K	Buy	+9,000	New	+$709K	0.01%	141

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

Everett Harris & Co's ESGV Position: Q2 2026 in Review

Everett Harris & Co held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 16,000 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #113.

Everett Harris & Co first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Everett Harris & Co held 16,000 shares of Vanguard ESG US Stock ETF worth $2.12M as of Q2 2026.
Everett Harris & Co left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.03% of Everett Harris & Co's portfolio in Q2 2026, its #113 holding.
Everett Harris & Co first reported a position in Vanguard ESG US Stock ETF in Q4 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 Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.