JWCA
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J.W. Cole Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

J.W. Cole 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 		$631K Buy
+4,768
New +$608K 0.01% 926
2026
Q1 		– Sell
-5,088
Closed -$582K – 956
2025
Q4 		$582K Buy
5,088
+1,583
+45% +$190K 0.01% 837
2025
Q3 		$415K Buy
3,505
+3
+0.1% +$342 0.01% 1070
2025
Q2 		$384K Buy
3,502
+371
+12% +$37.4K 0.01% 1024
2025
Q1 		$307K Buy
+3,131
New +$327K 0.01% 947

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.W. Cole Advisors's ESGV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 4,768 shares worth $631K. The stake represents 0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in ESGV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in ESGV in Q1 2025 and has held it in 5 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • J.W. Cole Advisors held 4,768 shares of Vanguard ESG US Stock ETF worth $631K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #926 holding.
  • J.W. Cole Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 5 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.