Janney Montgomery Scott
ESGV icon

Janney Montgomery Scott’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Janney Montgomery Scott’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 		$1.11M Buy
8,394
+34
+0.4% +$4.33K ﹤0.01% 1860
2026
Q1 		$939K Sell
8,360
-1,132
-12% -$134K ﹤0.01% 1688
2025
Q4 		$1.15M Sell
9,492
-301
-3% -$36.1K ﹤0.01% 1650
2025
Q3 		$1.16M Sell
9,793
-161
-2% -$18.3K ﹤0.01% 1613
2025
Q2 		$1.09M Buy
9,954
+662
+7% +$66.7K ﹤0.01% 1532
2025
Q1 		$910K Buy
9,292
+73
+0.8% +$7.63K ﹤0.01% 1598
2024
Q4 		$967K Buy
9,219
+41
+0.4% +$4.3K ﹤0.01% 1553
2024
Q3 		$933K Buy
+9,178
New +$900K ﹤0.01% 1539
2024
Q2 		– Sell
-31,004
Closed -$2.89M – 2665
2024
Q1 		$2.89M Sell
31,004
-5,816
-16% -$517K 0.01% 992
2023
Q4 		$3.13M Sell
36,820
-2,013
-5% -$159K 0.01% 920
2023
Q3 		$2.92M Sell
38,833
-237
-0.6% -$18.6K 0.01% 870
2023
Q2 		$3.06M Sell
39,070
-371
-0.9% -$27.3K 0.01% 881
2023
Q1 		$2.83M Sell
39,441
-39,607
-50% -$2.76M 0.01% 839
2022
Q4 		$5.21M Sell
79,048
-4,302
-5% -$287K 0.02% 658
2022
Q3 		$5.24M Sell
83,350
-62,103
-43% -$4.36M 0.02% 614
2022
Q2 		$9.75M Sell
145,453
-2,732
-2% -$197K 0.04% 369
2022
Q1 		$12M Sell
148,185
-7,967
-5% -$641K 0.05% 334
2021
Q4 		$13.7M Buy
156,152
+3,026
+2% +$259K 0.05% 313
2021
Q3 		$12.3M Buy
153,126
+776
+0.5% +$63.9K 0.05% 318
2021
Q2 		$12.2M Sell
152,350
-4,929
-3% -$382K 0.05% 315
2021
Q1 		$11.6M Buy
157,279
+10,935
+7% +$792K 0.06% 298
2020
Q4 		$10.3M Buy
146,344
+17,739
+14% +$1.17M 0.05% 323
2020
Q3 		$7.95M Buy
128,605
+74,156
+136% +$4.51M 0.05% 347
2020
Q2 		$3.07M Buy
54,449
+4,609
+9% +$242K 0.02% 617
2020
Q1 		$2.28M Buy
+49,840
New +$2.69M 0.02% 646

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

Janney Montgomery Scott's ESGV Position: Q2 2026 in Review

Janney Montgomery Scott increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.41% in Q2 2026, buying an estimated $4.33K and bringing the position to 8,394 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Janney Montgomery Scott first reported a position in ESGV in Q1 2020 and has held it in 25 quarters since. The position peaked at $13.7M in Q4 2021. 720 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Janney Montgomery Scott held 8,394 shares of Vanguard ESG US Stock ETF worth $1.11M as of Q2 2026.
  • Janney Montgomery Scott bought 34 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $4.33K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1860 holding.
  • Janney Montgomery Scott first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 25 quarters since.
  • Janney Montgomery Scott's Vanguard ESG US Stock ETF position peaked at $13.7M in Q4 2021.
  • 720 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.