FGA
ESGV icon

Fortis Group Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Fortis Group 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 		$89.9K Hold
680
– – 0.01% 286
2026
Q1 		$76.3K Hold
680
– – 0.01% 289
2025
Q4 		$82.3K Hold
680
– – 0.01% 287
2025
Q3 		$80.5K Hold
680
– – 0.01% 243
2025
Q2 		$74.6K Hold
680
– – 0.01% 232
2025
Q1 		$66.6K Hold
680
– – 0.01% 204
2024
Q4 		$71.3K Hold
680
– – 0.01% 203
2024
Q3 		$69.1K Hold
680
– – 0.01% 195
2024
Q2 		$65.7K Hold
680
– – 0.01% 193
2024
Q1 		$63.4K Sell
680
-680
-50% -$60.5K 0.01% 216
2023
Q4 		$116K Buy
+1,360
New +$107K 0.03% 136

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

Fortis Group Advisors's ESGV Position: Q2 2026 in Review

Fortis Group Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 680 shares worth $89.9K. The position accounts for 0.01% of the portfolio, ranked #286.

Fortis Group Advisors first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $116K in Q4 2023. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Fortis Group Advisors held 680 shares of Vanguard ESG US Stock ETF worth $89.9K as of Q2 2026.
  • Fortis Group Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #286 holding.
  • Fortis Group Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • Fortis Group Advisors's Vanguard ESG US Stock ETF position peaked at $116K in Q4 2023.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.