Evermay Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Evermay Wealth 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	–	Sell	-2,415	Closed	-$271K	–	660
2026 Q1	$271K	Hold	2,415	–	–	0.03%	167
2025 Q4	$292K	Hold	2,415	–	–	0.03%	165
2025 Q3	$286K	Hold	2,415	–	–	0.03%	169
2025 Q2	$265K	Hold	2,415	–	–	0.03%	174
2025 Q1	$237K	Hold	2,415	–	–	0.03%	175
2024 Q4	$253K	Hold	2,415	–	–	0.04%	174
2024 Q3	$245K	Hold	2,415	–	–	0.04%	180
2024 Q2	$233K	Hold	2,415	–	–	0.04%	184
2024 Q1	$225K	Hold	2,415	–	–	0.03%	190
2023 Q4	$205K	Hold	2,415	–	–	0.04%	178
2023 Q3	$182K	Buy	2,415 +85	+4%	+$6.67K	0.04%	175
2023 Q2	$183K	Buy	+2,330	New	+$172K	0.04%	184

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

Evermay Wealth Management's ESGV Position: Q2 2026 in Review

Evermay Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 2,415 shares — an estimated $271K sold.

Evermay Wealth Management first reported a position in ESGV in Q2 2023 and held it in 12 quarters. The position peaked at $292K in Q4 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Evermay Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
Evermay Wealth Management sold 2,415 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $271K.
Evermay Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and held it in 12 quarters.
Evermay Wealth Management's Vanguard ESG US Stock ETF position peaked at $292K in Q4 2025.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.