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HeadInvest LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

HeadInvest LLC’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 		$461K Hold
3,488
– – 0.09% 155
2026
Q1 		$392K Buy
+3,488
New +$414K 0.08% 164
2023
Q4 		– Sell
-30
Closed -$2.26K – 367
2023
Q3 		$2.26K Buy
+30
New +$2.35K ﹤0.01% 671

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

HeadInvest LLC's ESGV Position: Q2 2026 in Review

HeadInvest LLC held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 3,488 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #155.

HeadInvest LLC first reported a position in ESGV in Q3 2023 and has held it in 3 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • HeadInvest LLC held 3,488 shares of Vanguard ESG US Stock ETF worth $461K as of Q2 2026.
  • HeadInvest LLC left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.09% of HeadInvest LLC's portfolio in Q2 2026, its #155 holding.
  • HeadInvest LLC first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 3 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.