IBEX Wealth Advisors
ESGV icon

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

IBEX 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
Q3 		$474K Buy
3,497
+13
+0.4% +$1.75K 0.04% 165
2026
Q2 		$461K Buy
3,484
+9
+0.3% +$1.15K 0.04% 163
2026
Q1 		$390K Buy
+3,475
New +$413K 0.04% 165
2025
Q4 		– Sell
-3,461
Closed -$410K – 146
2025
Q3 		$410K Buy
3,461
+17
+0.5% +$1.94K 0.04% 169
2025
Q2 		$378K Buy
+3,444
New +$347K 0.04% 159
2025
Q1 		– Sell
-3,293
Closed -$345K – 148
2024
Q4 		$345K Buy
+3,293
New +$346K 0.04% 163
2023
Q1 		– Sell
-3,247
Closed -$214K – 113
2022
Q4 		$214K Buy
+3,247
New +$217K 0.05% 160
2021
Q4 		– Sell
-136
Closed -$11K – 259
2021
Q3 		$11K Buy
+136
New +$11.2K ﹤0.01% 353

Other funds holding ESGV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

IBEX Wealth Advisors's ESGV Position: Q3 2026 in Review

IBEX Wealth Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.37% in Q3 2026, buying an estimated $1.75K and bringing the position to 3,497 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #165.

IBEX Wealth Advisors first reported a position in ESGV in Q3 2021 and has held it in 8 quarters since. 445 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • IBEX Wealth Advisors held 3,497 shares of Vanguard ESG US Stock ETF worth $474K as of Q3 2026.
  • IBEX Wealth Advisors bought 13 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $1.75K.
  • Vanguard ESG US Stock ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q3 2026, its #165 holding.
  • IBEX Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 8 quarters since.
  • 445 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.