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Joel Isaacson & Co’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Joel Isaacson & 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 		$1.75M Buy
13,202
+83
+0.6% +$10.6K 0.05% 155
2026
Q1 		$1.47M Buy
13,119
+295
+2% +$35K 0.05% 160
2025
Q4 		$1.55M Buy
12,824
+1,574
+14% +$189K 0.05% 152
2025
Q3 		$1.33M Buy
11,250
+55
+0.5% +$6.26K 0.05% 153
2025
Q2 		$1.23M Buy
11,195
+11
+0.1% +$1.11K 0.05% 149
2025
Q1 		$1.1M Buy
11,184
+32
+0.3% +$3.35K 0.05% 150
2024
Q4 		$1.17M Buy
11,152
+780
+8% +$81.8K 0.05% 135
2024
Q3 		$1.05M Buy
10,372
+30
+0.3% +$2.94K 0.05% 138
2024
Q2 		$999K Buy
10,342
+257
+3% +$23.8K 0.05% 135
2024
Q1 		$940K Buy
10,085
+24
+0.2% +$2.13K 0.05% 141
2023
Q4 		$856K Buy
10,061
+1,596
+19% +$126K 0.05% 140
2023
Q3 		$637K Buy
8,465
+669
+9% +$52.5K 0.04% 160
2023
Q2 		$611K Buy
7,796
+21
+0.3% +$1.55K 0.04% 165
2023
Q1 		$558K Buy
7,775
+544
+8% +$37.9K 0.04% 174
2022
Q4 		$476K Buy
7,231
+2,274
+46% +$152K 0.04% 185
2022
Q3 		$312K Buy
+4,957
New +$348K 0.03% 221

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

Joel Isaacson & Co's ESGV Position: Q2 2026 in Review

Joel Isaacson & Co increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.63% in Q2 2026, buying an estimated $10.6K and bringing the position to 13,202 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #155.

Joel Isaacson & Co first reported a position in ESGV in Q3 2022 and has held it in 16 quarters since. 486 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Joel Isaacson & Co held 13,202 shares of Vanguard ESG US Stock ETF worth $1.75M as of Q2 2026.
  • Joel Isaacson & Co bought 83 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard ESG US Stock ETF made up 0.05% of Joel Isaacson & Co's portfolio in Q2 2026, its #155 holding.
  • Joel Isaacson & Co first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 16 quarters since.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.