Heritage Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Heritage Wealth 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	–	Sell	-146	Closed	-$16.4K	–	703
2026 Q1	$16.4K	Hold	146	–	–	﹤0.01%	464
2025 Q4	$17.7K	Hold	146	–	–	﹤0.01%	414
2025 Q3	$17.3K	Hold	146	–	–	﹤0.01%	387
2025 Q2	$16K	Buy	+146	New	+$14.7K	﹤0.01%	393

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

Heritage Wealth Advisors's ESGV Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 146 shares — an estimated $16.4K sold.

Heritage Wealth Advisors first reported a position in ESGV in Q2 2025 and held it in 4 quarters. The position peaked at $17.7K in Q4 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Heritage Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 146 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $16.4K.
Heritage Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and held it in 4 quarters.
Heritage Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $17.7K in Q4 2025.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.