IAA
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Independent Advisor Alliance’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Independent Advisor Alliance’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
-2,713
Closed -$305K – 1194
2026
Q1 		$305K Buy
+2,713
New +$322K ﹤0.01% 1312

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

Independent Advisor Alliance's ESGV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 2,713 shares — an estimated $305K sold.

Independent Advisor Alliance first reported a position in ESGV in Q1 2026 and held it in 1 quarter. The position peaked at $305K in Q1 2026. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,713 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $305K.
  • Independent Advisor Alliance first reported a position in Vanguard ESG US Stock ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Vanguard ESG US Stock ETF position peaked at $305K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.