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Gould Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Gould Asset Management’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 		$5.1M Sell
38,529
-385
-1% -$49.1K 0.8% 21
2026
Q1 		$4.37M Buy
38,914
+1,349
+4% +$160K 0.76% 22
2025
Q4 		$4.54M Sell
37,565
-715
-2% -$85.8K 0.81% 20
2025
Q3 		$4.53M Buy
38,280
+883
+2% +$101K 0.84% 21
2025
Q2 		$4.1M Sell
37,397
-110
-0.3% -$11.1K 0.8% 20
2025
Q1 		$3.67M Sell
37,507
-324
-0.9% -$33.9K 0.76% 20
2024
Q4 		$3.97M Buy
37,831
+255
+0.7% +$26.8K 0.84% 19
2024
Q3 		$3.82M Buy
37,576
+545
+1% +$53.4K 0.82% 19
2024
Q2 		$3.58M Buy
37,031
+338
+0.9% +$31.3K 0.83% 20
2024
Q1 		$3.42M Buy
36,693
+5,105
+16% +$454K 0.83% 21
2023
Q4 		$2.69M Buy
31,588
+5,045
+19% +$398K 0.69% 23
2023
Q3 		$2M Buy
26,543
+1,097
+4% +$86.1K 0.56% 27
2023
Q2 		$1.99M Buy
25,446
+1,245
+5% +$91.7K 0.56% 27
2023
Q1 		$1.74M Buy
24,201
+231
+1% +$16.1K 0.49% 27
2022
Q4 		$1.58M Buy
23,970
+11,285
+89% +$753K 0.47% 32
2022
Q3 		$798K Buy
12,685
+4,445
+54% +$312K 0.27% 42
2022
Q2 		$547K Buy
8,240
+50
+0.6% +$3.61K 0.18% 67
2022
Q1 		$664K Sell
8,190
-20
-0.2% -$1.61K 0.19% 54
2021
Q4 		$722K Buy
8,210
+2,340
+40% +$200K 0.2% 51
2021
Q3 		$470K Buy
5,870
+620
+12% +$51.1K 0.15% 70
2021
Q2 		$420K Buy
5,250
+215
+4% +$16.7K 0.12% 91
2021
Q1 		$371K Sell
5,035
-440
-8% -$31.9K 0.11% 93
2020
Q4 		$384K Buy
5,475
+1,095
+25% +$72.3K 0.12% 87
2020
Q3 		$271K Buy
4,380
+200
+5% +$12.2K 0.09% 99
2020
Q2 		$236K Buy
+4,180
New +$220K 0.08% 109
2020
Q1 		– Sell
-4,970
Closed -$281K – 133
2019
Q4 		$281K Sell
4,970
-290
-6% -$15.7K 0.09% 109
2019
Q3 		$273K Hold
5,260
– – 0.1% 111
2019
Q2 		$269K Buy
+5,260
New +$264K 0.1% 112

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

Gould Asset Management's ESGV Position: Q2 2026 in Review

Gould Asset Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.99% in Q2 2026, selling an estimated $49.1K and leaving 38,529 shares worth $5.1M. The position accounts for 0.8% of the portfolio, ranked #21.

Gould Asset Management first reported a position in ESGV in Q2 2019 and has held it in 28 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Gould Asset Management held 38,529 shares of Vanguard ESG US Stock ETF worth $5.1M as of Q2 2026.
  • Gould Asset Management sold 385 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $49.1K.
  • Vanguard ESG US Stock ETF made up 0.8% of Gould Asset Management's portfolio in Q2 2026, its #21 holding.
  • Gould Asset Management first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 28 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.