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Fort Sheridan Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Fort Sheridan 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 		$355K Hold
2,684
– – 0.04% 220
2026
Q1 		$301K Hold
2,684
– – 0.04% 232
2025
Q4 		$325K Hold
2,684
– – 0.04% 205
2025
Q3 		$318K Hold
2,684
– – 0.04% 206
2025
Q2 		$294K Hold
2,684
– – 0.04% 202
2025
Q1 		$263K Sell
2,684
-237
-8% -$24.8K 0.04% 207
2024
Q4 		$306K Buy
+2,921
New +$306K 0.04% 199

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

Fort Sheridan Advisors's ESGV Position: Q2 2026 in Review

Fort Sheridan Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,684 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #220.

Fort Sheridan Advisors first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Fort Sheridan Advisors held 2,684 shares of Vanguard ESG US Stock ETF worth $355K as of Q2 2026.
  • Fort Sheridan Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.04% of Fort Sheridan Advisors's portfolio in Q2 2026, its #220 holding.
  • Fort Sheridan Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.