GVAG
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Great Valley Advisor Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Great Valley Advisor Group’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 		$1.18M Buy
8,927
+7
+0.1% +$893 0.02% 510
2026
Q1 		$1M Sell
8,920
-308
-3% -$36.6K 0.02% 511
2025
Q4 		$1.12M Sell
9,228
-2,820
-23% -$338K 0.02% 461
2025
Q3 		$1.43M Buy
12,048
+76
+0.6% +$8.65K 0.03% 410
2025
Q2 		$1.31M Buy
11,972
+1,200
+11% +$121K 0.03% 406
2025
Q1 		$1.06M Buy
10,772
+9
+0.1% +$941 0.02% 443
2024
Q4 		$1.13M Sell
10,763
-1,758
-14% -$184K 0.03% 421
2024
Q3 		$1.27M Buy
12,521
+1,582
+14% +$155K 0.03% 389
2024
Q2 		$1.06M Buy
10,939
+15
+0.1% +$1.39K 0.03% 377
2024
Q1 		$1.02M Buy
10,924
+4,897
+81% +$435K 0.03% 369
2023
Q4 		$513K Buy
6,027
+626
+12% +$49.3K 0.02% 454
2023
Q3 		$406K Buy
5,401
+16
+0.3% +$1.25K 0.02% 486
2023
Q2 		$422K Buy
5,385
+1,216
+29% +$89.5K 0.02% 478
2023
Q1 		$299K Buy
4,169
+201
+5% +$14K 0.01% 546
2022
Q4 		$262K Buy
+3,968
New +$265K 0.01% 582

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

Great Valley Advisor Group's ESGV Position: Q2 2026 in Review

Great Valley Advisor Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.08% in Q2 2026, buying an estimated $893 and bringing the position to 8,927 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #510.

Great Valley Advisor Group first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.43M in Q3 2025. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Great Valley Advisor Group held 8,927 shares of Vanguard ESG US Stock ETF worth $1.18M as of Q2 2026.
  • Great Valley Advisor Group bought 7 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $893.
  • Vanguard ESG US Stock ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #510 holding.
  • Great Valley Advisor Group first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • Great Valley Advisor Group's Vanguard ESG US Stock ETF position peaked at $1.43M in Q3 2025.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.