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Freestone Capital Holdings’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Freestone Capital Holdings’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 		$5.11M Buy
38,630
+177
+0.5% +$22.6K 0.13% 102
2026
Q1 		$4.32M Sell
38,453
-916
-2% -$109K 0.13% 112
2025
Q4 		$4.76M Sell
39,369
-419
-1% -$50.3K 0.14% 103
2025
Q3 		$4.71M Sell
39,788
-1,756
-4% -$200K 0.14% 104
2025
Q2 		$4.55M Sell
41,544
-3,240
-7% -$327K 0.15% 99
2025
Q1 		$4.39M Sell
44,784
-493
-1% -$51.5K 0.16% 93
2024
Q4 		$4.75M Sell
45,277
-901
-2% -$94.5K 0.16% 89
2024
Q3 		$4.69M Sell
46,178
-4,417
-9% -$433K 0.16% 98
2024
Q2 		$4.89M Sell
50,595
-4,409
-8% -$409K 0.17% 88
2024
Q1 		$5.13M Sell
55,004
-589
-1% -$52.4K 0.19% 84
2023
Q4 		$4.73M Sell
55,593
-5,215
-9% -$411K 0.21% 80
2023
Q3 		$4.57M Sell
60,808
-256
-0.4% -$20.1K 0.24% 73
2023
Q2 		$4.78M Sell
61,064
-9,514
-13% -$701K 0.19% 76
2023
Q1 		$5.06M Sell
70,578
-1,782
-2% -$124K 0.22% 73
2022
Q4 		$4.77M Sell
72,360
-21,916
-23% -$1.46M 0.22% 78
2022
Q3 		$5.93M Sell
94,276
-23,227
-20% -$1.63M 0.27% 62
2022
Q2 		$7.8M Buy
117,503
+718
+0.6% +$51.8K 0.3% 51
2022
Q1 		$9.47M Buy
+116,785
New +$9.39M 0.38% 58
2021
Q1 		– Sell
-94
Closed -$6.6K – 614
2020
Q4 		$6.6K Buy
+94
New +$6.2K ﹤0.01% 938

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

Freestone Capital Holdings's ESGV Position: Q2 2026 in Review

Freestone Capital Holdings increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.46% in Q2 2026, buying an estimated $22.6K and bringing the position to 38,630 shares worth $5.11M. The position accounts for 0.13% of the portfolio, ranked #102.

Freestone Capital Holdings first reported a position in ESGV in Q4 2020 and has held it in 19 quarters since. The position peaked at $9.47M in Q1 2022. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Freestone Capital Holdings held 38,630 shares of Vanguard ESG US Stock ETF worth $5.11M as of Q2 2026.
  • Freestone Capital Holdings bought 177 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $22.6K.
  • Vanguard ESG US Stock ETF made up 0.13% of Freestone Capital Holdings's portfolio in Q2 2026, its #102 holding.
  • Freestone Capital Holdings first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 19 quarters since.
  • Freestone Capital Holdings's Vanguard ESG US Stock ETF position peaked at $9.47M in Q1 2022.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.