IMA Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

IMA Advisory Services’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	$46.2M	Buy	349,458 +76,507	+28%	+$9.76M	2.89%	6
2026 Q1	$30.6M	Sell	272,951 -30	-0%	-$3.56K	2.99%	7
2025 Q4	$33M	Sell	272,981 -1,094	-0.4%	-$131K	3.17%	7
2025 Q3	$32.5M	Buy	+274,075	New	+$31.2M	3.27%	7

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

IMA Advisory Services's ESGV Position: Q2 2026 in Review

IMA Advisory Services increased its Vanguard ESG US Stock ETF (ESGV) stake by 28% in Q2 2026, buying an estimated $9.76M and bringing the position to 349,458 shares worth $46.2M. The position accounts for 2.89% of the portfolio, ranked #6.

IMA Advisory Services first reported a position in ESGV in Q3 2025 and has held it in 4 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

IMA Advisory Services held 349,458 shares of Vanguard ESG US Stock ETF worth $46.2M as of Q2 2026.
IMA Advisory Services bought 76,507 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $9.76M.
Vanguard ESG US Stock ETF made up 2.89% of IMA Advisory Services's portfolio in Q2 2026, its #6 holding.
IMA Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 4 quarters since.
715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.