JFS Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

JFS Wealth 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	$167K	Hold	1,266	–	–	0.01%	360
2026 Q1	$142K	Buy	1,266 +1	+0.1%	+$119	0.01%	366
2025 Q4	$153K	Hold	1,265	–	–	0.01%	346
2025 Q3	$150K	Buy	1,265 +1	+0.1%	+$114	0.01%	356
2025 Q2	$139K	Hold	1,264	–	–	0.01%	332
2025 Q1	$124K	Buy	1,264 +1	+0.1%	+$105	0.01%	347
2024 Q4	$132K	Hold	1,263	–	–	0.01%	332
2024 Q3	$128K	Buy	1,263 +1	+0.1%	+$98	0.01%	334
2024 Q2	$122K	Buy	1,262 +1	+0.1%	+$93	0.01%	284
2024 Q1	$118K	Sell	1,261 -1,092	-46%	-$97.1K	0.01%	298
2023 Q4	$200K	Hold	2,353	–	–	0.02%	237
2023 Q3	$177K	Hold	2,353	–	–	0.02%	232
2023 Q2	$184K	Hold	2,353	–	–	0.02%	225
2023 Q1	$169K	Hold	2,353	–	–	0.02%	231
2022 Q4	$155K	Buy	2,353 +1,062	+82%	+$70.8K	0.02%	236
2022 Q3	$81K	Hold	1,291	–	–	0.01%	304
2022 Q2	$86K	Hold	1,291	–	–	0.01%	302
2022 Q1	$105K	Hold	1,291	–	–	0.01%	295
2021 Q4	$113K	Hold	1,291	–	–	0.01%	287
2021 Q3	$103K	Buy	+1,291	New	+$106K	0.01%	302

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

JFS Wealth Advisors's ESGV Position: Q2 2026 in Review

JFS Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 1,266 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #360.

JFS Wealth Advisors first reported a position in ESGV in Q3 2021 and has held it in 20 quarters since. The position peaked at $200K in Q4 2023. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

JFS Wealth Advisors held 1,266 shares of Vanguard ESG US Stock ETF worth $167K as of Q2 2026.
JFS Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #360 holding.
JFS Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $200K in Q4 2023.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.