GK
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Graney & King’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Graney & King’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 		$151K Sell
1,142
-270
-19% -$34.4K 0.05% 84
2026
Q1 		$159K Hold
1,412
– – 0.09% 80
2025
Q4 		$171K Sell
1,412
-33
-2% -$3.96K 0.1% 72
2025
Q3 		$171K Buy
1,445
+1
+0.1% +$114 0.12% 66
2025
Q2 		$158K Sell
1,444
-58
-4% -$5.85K 0.11% 67
2025
Q1 		$147K Buy
1,502
+1
+0.1% +$105 0.11% 64
2024
Q4 		$157K Buy
+1,501
New +$157K 0.12% 63

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

Graney & King's ESGV Position: Q2 2026 in Review

Graney & King reduced its Vanguard ESG US Stock ETF (ESGV) stake by 19% in Q2 2026, selling an estimated $34.4K and leaving 1,142 shares worth $151K. The position accounts for 0.05% of the portfolio, ranked #84.

Graney & King first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $171K in Q3 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Graney & King held 1,142 shares of Vanguard ESG US Stock ETF worth $151K as of Q2 2026.
  • Graney & King sold 270 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $34.4K.
  • Vanguard ESG US Stock ETF made up 0.05% of Graney & King's portfolio in Q2 2026, its #84 holding.
  • Graney & King first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • Graney & King's Vanguard ESG US Stock ETF position peaked at $171K in Q3 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.