IFWM
ESGV icon

Institute for Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Institute for Wealth Management’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 		$13.2K Buy
+100
New +$12.8K ﹤0.01% 1253

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Institute for Wealth Management's ESGV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 100 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #1253 among its holdings.

514 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Institute for Wealth Management held 100 shares of Vanguard ESG US Stock ETF worth $13.2K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Institute for Wealth Management position in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1253 holding.
  • 514 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.