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Investment Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Investment Advisory Group’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 		$278K Hold
2,105
– – 0.06% 172
2026
Q1 		$236K Buy
2,105
+20
+1% +$2.38K 0.06% 172
2025
Q4 		$252K Buy
2,085
+65
+3% +$7.8K 0.06% 162
2025
Q3 		$239K Buy
+2,020
New +$230K 0.07% 167

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

Investment Advisory Group's ESGV Position: Q2 2026 in Review

Investment Advisory Group held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,105 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #172.

Investment Advisory Group first reported a position in ESGV in Q3 2025 and has held it in 4 quarters since. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Investment Advisory Group held 2,105 shares of Vanguard ESG US Stock ETF worth $278K as of Q2 2026.
  • Investment Advisory Group left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.06% of Investment Advisory Group's portfolio in Q2 2026, its #172 holding.
  • Investment Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.