FWM
ESGV icon

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

Fingerlakes 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 		$3.26M Buy
24,636
+1,975
+9% +$252K 1.75% 16
2026
Q1 		$2.54M Buy
22,661
+763
+3% +$90.6K 1.69% 16
2025
Q4 		$2.65M Buy
21,898
+302
+1% +$36.2K 1.68% 15
2025
Q3 		$2.56M Buy
21,596
+193
+0.9% +$22K 1.67% 18
2025
Q2 		$2.35M Sell
21,403
-249
-1% -$25.1K 1.75% 19
2025
Q1 		$2.12M Sell
21,652
-592
-3% -$61.9K 1.8% 18
2024
Q4 		$2.33M Sell
22,244
-793
-3% -$83.2K 1.88% 16
2024
Q3 		$2.34M Buy
23,037
+541
+2% +$53K 1.95% 14
2024
Q2 		$2.17M Buy
22,496
+187
+0.8% +$17.3K 1.95% 17
2024
Q1 		$2.08M Buy
22,309
+963
+5% +$85.6K 2.01% 16
2023
Q4 		$1.82M Sell
21,346
-1,466
-6% -$116K 1.95% 16
2023
Q3 		$1.72M Buy
22,812
+1,061
+5% +$83.2K 2.1% 13
2023
Q2 		$1.7M Buy
21,751
+1,451
+7% +$107K 1.95% 14
2023
Q1 		$1.46M Buy
20,300
+702
+4% +$48.9K 1.81% 16
2022
Q4 		$1.29M Buy
19,598
+741
+4% +$49.4K 1.77% 15
2022
Q3 		$1.19M Buy
18,857
+2,692
+17% +$189K 1.73% 18
2022
Q2 		$1.07M Buy
16,165
+4,034
+33% +$291K 1.47% 21
2022
Q1 		$984K Buy
12,131
+986
+9% +$79.3K 1.15% 27
2021
Q4 		$980K Buy
+11,145
New +$952K 1.1% 29

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
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 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

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

Fingerlakes Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 8.7% in Q2 2026, buying an estimated $252K and bringing the position to 24,636 shares worth $3.26M. The position accounts for 1.75% of the portfolio, ranked #16.

Fingerlakes Wealth Management first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 232 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Fingerlakes Wealth Management held 24,636 shares of Vanguard ESG US Stock ETF worth $3.26M as of Q2 2026.
  • Fingerlakes Wealth Management bought 1,975 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $252K.
  • Vanguard ESG US Stock ETF made up 1.75% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Fingerlakes Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 232 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.