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Integral Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Integral Investment 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 		$651K Buy
4,921
+225
+5% +$28.7K 0.14% 96
2026
Q1 		$527K Buy
4,696
+626
+15% +$74.3K 0.13% 102
2025
Q4 		$492K Sell
4,070
-210
-5% -$25.2K 0.12% 106
2025
Q3 		$507K Hold
4,280
– – 0.14% 96
2025
Q2 		$469K Buy
4,280
+23
+0.5% +$2.32K 0.13% 100
2025
Q1 		$417K Sell
4,257
-1,520
-26% -$159K 0.13% 108
2024
Q4 		$606K Sell
5,777
-27
-0.5% -$2.83K 0.2% 86
2024
Q3 		$590K Sell
5,804
-139
-2% -$13.6K 0.2% 88
2024
Q2 		$577K Buy
5,943
+2,075
+54% +$192K 0.21% 79
2024
Q1 		$360K Hold
3,868
– – 0.15% 107
2023
Q4 		$329K Hold
3,868
– – 0.21% 64
2023
Q3 		$291K Buy
3,868
+400
+12% +$31.4K 0.2% 63
2023
Q2 		$272K Buy
3,468
+580
+20% +$42.7K 0.18% 63
2023
Q1 		$207K Sell
2,888
-755
-21% -$52.6K 0.15% 76
2022
Q4 		$240K Hold
3,643
– – 0.19% 65
2022
Q3 		$229K Sell
3,643
-2,250
-38% -$158K 0.19% 71
2022
Q2 		$391K Sell
5,893
-800
-12% -$57.8K 0.33% 61
2022
Q1 		$543K Buy
6,693
+725
+12% +$58.3K 0.34% 60
2021
Q4 		$525K Buy
+5,968
New +$510K 0.38% 55

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

Integral Investment Advisors's ESGV Position: Q2 2026 in Review

Integral Investment Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 4.8% in Q2 2026, buying an estimated $28.7K and bringing the position to 4,921 shares worth $651K. The position accounts for 0.14% of the portfolio, ranked #96.

Integral Investment Advisors first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Integral Investment Advisors held 4,921 shares of Vanguard ESG US Stock ETF worth $651K as of Q2 2026.
  • Integral Investment Advisors bought 225 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $28.7K.
  • Vanguard ESG US Stock ETF made up 0.14% of Integral Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • Integral Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.