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J. Mark Nickell & Co’s Vanguard ESG US Stock ETF ESGV Stock Holding History

J. Mark Nickell & Co’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 		$359K Buy
2,712
+137
+5% +$17.5K 0.29% 23
2026
Q1 		$289K Hold
2,575
– – 0.26% 26
2025
Q4 		$311K Buy
+2,575
New +$309K 0.29% 23

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

J. Mark Nickell & Co's ESGV Position: Q2 2026 in Review

J. Mark Nickell & Co increased its Vanguard ESG US Stock ETF (ESGV) stake by 5.3% in Q2 2026, buying an estimated $17.5K and bringing the position to 2,712 shares worth $359K. The position accounts for 0.29% of the portfolio, ranked #23.

J. Mark Nickell & Co first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • J. Mark Nickell & Co held 2,712 shares of Vanguard ESG US Stock ETF worth $359K as of Q2 2026.
  • J. Mark Nickell & Co bought 137 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard ESG US Stock ETF made up 0.29% of J. Mark Nickell & Co's portfolio in Q2 2026, its #23 holding.
  • J. Mark Nickell & Co first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.