Glassman Wealth Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Glassman Wealth Services’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	$34.4K	Hold	260	–	–	﹤0.01%	164
2026 Q1	$29.2K	Hold	260	–	–	﹤0.01%	133
2025 Q4	$31.4K	Hold	260	–	–	﹤0.01%	136
2025 Q3	$30.8K	Hold	260	–	–	﹤0.01%	123
2025 Q2	$28.5K	Buy	260 +256	+6,400%	+$25.8K	﹤0.01%	124
2025 Q1	$392	Hold	4	–	–	﹤0.01%	201
2024 Q4	$420	Hold	4	–	–	﹤0.01%	167
2024 Q3	$407	Hold	4	–	–	﹤0.01%	174
2024 Q2	$386	Hold	4	–	–	﹤0.01%	185
2024 Q1	$373	Sell	4 -34	-89%	-$3.02K	﹤0.01%	197
2023 Q4	$3.23K	Buy	38 +34	+850%	+$2.68K	﹤0.01%	1200
2023 Q3	$301	Hold	4	–	–	﹤0.01%	1828
2023 Q2	$313	Buy	+4	New	+$295	﹤0.01%	1733

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Glassman Wealth Services's ESGV Position: Q2 2026 in Review

Glassman Wealth Services held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 260 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Glassman Wealth Services first reported a position in ESGV in Q2 2023 and has held it in 13 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Glassman Wealth Services held 260 shares of Vanguard ESG US Stock ETF worth $34.4K as of Q2 2026.
Glassman Wealth Services left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #164 holding.
Glassman Wealth Services first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 13 quarters since.
715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.