FWA
ESGV icon

Flagship Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Flagship Wealth Advisors’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 		$6.48K Hold
49
– – ﹤0.01% 422
2026
Q1 		$5.37K Hold
49
– – ﹤0.01% 311
2025
Q4 		$5.93K Hold
49
– – ﹤0.01% 346
2025
Q3 		$5.8K Hold
49
– – ﹤0.01% 367
2025
Q2 		$5.37K Buy
+49
New +$4.94K ﹤0.01% 327

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

Flagship Wealth Advisors's ESGV Position: Q2 2026 in Review

Flagship Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 49 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Flagship Wealth Advisors first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Flagship Wealth Advisors held 49 shares of Vanguard ESG US Stock ETF worth $6.48K as of Q2 2026.
  • Flagship Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #422 holding.
  • Flagship Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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