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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
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

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

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

IBEX Wealth Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.26% in Q2 2026, buying an estimated $1.15K and bringing the position to 3,484 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #163.

IBEX Wealth Advisors first reported a position in ESGV in Q3 2021 and has held it in 7 quarters since. 717 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • IBEX Wealth Advisors held 3,484 shares of Vanguard ESG US Stock ETF worth $461K as of Q2 2026.
  • IBEX Wealth Advisors bought 9 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.15K.
  • Vanguard ESG US Stock ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • IBEX Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 7 quarters since.
  • 717 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.