Golden Road Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Golden Road 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	$999K	Sell	7,552 -129	-2%	-$16.4K	0.48%	23
2026 Q1	$862K	Buy	7,681 +169	+2%	+$20.1K	0.5%	22
2025 Q4	$909K	Sell	7,512 -34	-0.5%	-$4.08K	0.52%	20
2025 Q3	$894K	Sell	7,546 -135	-2%	-$15.4K	0.52%	19
2025 Q2	$842K	Buy	7,681 +169	+2%	+$17K	0.56%	19
2025 Q1	$736K	Buy	7,512 +1,566	+26%	+$164K	0.57%	20
2024 Q4	$624K	Hold	5,946	–	–	0.47%	21
2024 Q3	$604K	Hold	5,946	–	–	0.47%	21
2024 Q2	$588K	Hold	5,946	–	–	0.48%	20
2024 Q1	$554K	Hold	5,946	–	–	0.46%	19
2023 Q4	$506K	Buy	+5,946	New	+$469K	0.48%	19

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

Golden Road Advisors's ESGV Position: Q2 2026 in Review

Golden Road Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.7% in Q2 2026, selling an estimated $16.4K and leaving 7,552 shares worth $999K. The position accounts for 0.48% of the portfolio, ranked #23.

Golden Road Advisors first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 711 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Golden Road Advisors held 7,552 shares of Vanguard ESG US Stock ETF worth $999K as of Q2 2026.
Golden Road Advisors sold 129 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $16.4K.
Vanguard ESG US Stock ETF made up 0.48% of Golden Road Advisors's portfolio in Q2 2026, its #23 holding.
Golden Road Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
711 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.