EW
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Evoke Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Evoke Wealth’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
-66,700
Closed -$7.49M – 202
2026
Q1 		$7.49M Buy
66,700
+46
+0.1% +$5.46K 0.13% 69
2025
Q4 		$8.06M Sell
66,654
-26,318
-28% -$3.16M 0.15% 68
2025
Q3 		$11M Sell
92,972
-25,335
-21% -$2.88M 0.22% 54
2025
Q2 		$13M Buy
118,307
+2,841
+2% +$286K 0.3% 44
2025
Q1 		$11.3M Buy
115,466
+3,441
+3% +$360K 0.3% 44
2024
Q4 		$11.8M Buy
112,025
+11,237
+11% +$1.18M 0.33% 41
2024
Q3 		$10.2M Buy
100,788
+17,229
+21% +$1.69M 0.28% 46
2024
Q2 		$8.07M Sell
83,559
-23,714
-22% -$2.2M 9.52% 3
2024
Q1 		$10M Buy
107,273
+25,214
+31% +$2.24M 0.3% 44
2023
Q4 		$6.98M Sell
82,059
-49,353
-38% -$3.89M 11.31% 2
2023
Q3 		$9.9M Sell
131,412
-949
-0.7% -$74.5K 0.35% 36
2023
Q2 		$10.4M Sell
132,361
-26,227
-17% -$1.93M 0.36% 34
2023
Q1 		$11.4M Sell
158,588
-48,451
-23% -$3.38M 0.41% 30
2022
Q4 		$13.6M Buy
+207,039
New +$13.8M 0.49% 33

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 $207M AUM 17.01% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Evoke Wealth's ESGV Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 66,700 shares — an estimated $7.49M sold.

Evoke Wealth first reported a position in ESGV in Q4 2022 and held it in 14 quarters. The position peaked at $13.6M in Q4 2022. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Evoke Wealth reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 66,700 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $7.49M.
  • Evoke Wealth first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 14 quarters.
  • Evoke Wealth's Vanguard ESG US Stock ETF position peaked at $13.6M in Q4 2022.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.