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JNBA Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

JNBA Financial 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 		$712K Sell
5,381
-243
-4% -$31K 0.05% 123
2026
Q1 		$631K Sell
5,624
-1,679
-23% -$199K 0.05% 129
2025
Q4 		$883K Buy
7,303
+24
+0.3% +$2.88K 0.08% 108
2025
Q3 		$862K Buy
7,279
+674
+10% +$76.7K 0.08% 102
2025
Q2 		$724K Buy
6,605
+332
+5% +$33.5K 0.07% 109
2025
Q1 		$614K Sell
6,273
-584
-9% -$61.1K 0.06% 120
2024
Q4 		$719K Buy
6,857
+424
+7% +$44.5K 0.07% 108
2024
Q3 		$654K Sell
6,433
-3,149
-33% -$309K 0.07% 117
2024
Q2 		$926K Sell
9,582
-2,172
-18% -$201K 0.1% 93
2024
Q1 		$1.1M Sell
11,754
-1,943
-14% -$173K 0.12% 88
2023
Q4 		$1.17M Sell
13,697
-242
-2% -$19.1K 0.13% 89
2023
Q3 		$1.05M Sell
13,939
-288
-2% -$22.6K 0.13% 93
2023
Q2 		$1.11M Buy
14,227
+1,305
+10% +$96.1K 0.13% 92
2023
Q1 		$927K Buy
12,922
+956
+8% +$66.6K 0.12% 99
2022
Q4 		$788K Buy
11,966
+526
+5% +$35.1K 0.11% 107
2022
Q3 		$720K Sell
11,440
-55
-0.5% -$3.86K 0.11% 106
2022
Q2 		$763K Buy
11,495
+1,129
+11% +$81.5K 0.12% 102
2022
Q1 		$840K Sell
10,366
-544
-5% -$43.7K 0.11% 99
2021
Q4 		$959K Buy
10,910
+1,419
+15% +$121K 0.12% 96
2021
Q3 		$760K Buy
9,491
+882
+10% +$72.7K 0.1% 104
2021
Q2 		$689K Buy
8,609
+853
+11% +$66.2K 0.09% 104
2021
Q1 		$572K Buy
7,756
+1,814
+31% +$131K 0.08% 107
2020
Q4 		$417K Buy
5,942
+3,609
+155% +$238K 0.07% 120
2020
Q3 		$144K Buy
2,333
+30
+1% +$1.82K 0.03% 174
2020
Q2 		$130K Sell
2,303
-195
-8% -$10.3K 0.03% 174
2020
Q1 		$114K Buy
2,498
+1,728
+224% +$93.2K 0.03% 169
2019
Q4 		$44K Buy
+770
New +$41.6K 0.01% 261

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

JNBA Financial Advisors's ESGV Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.3% in Q2 2026, selling an estimated $31K and leaving 5,381 shares worth $712K. The position accounts for 0.05% of the portfolio, ranked #123.

JNBA Financial Advisors first reported a position in ESGV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.17M in Q4 2023. 261 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • JNBA Financial Advisors held 5,381 shares of Vanguard ESG US Stock ETF worth $712K as of Q2 2026.
  • JNBA Financial Advisors sold 243 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $31K.
  • Vanguard ESG US Stock ETF made up 0.05% of JNBA Financial Advisors's portfolio in Q2 2026, its #123 holding.
  • JNBA Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and has held it in 27 quarters since.
  • JNBA Financial Advisors's Vanguard ESG US Stock ETF position peaked at $1.17M in Q4 2023.
  • 261 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.