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Johnson Bixby & Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Johnson Bixby & Associates’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 		$1.87M Sell
14,112
-340
-2% -$43.4K 0.21% 40
2026
Q1 		$1.62M Sell
14,452
-1,484
-9% -$176K 0.2% 41
2025
Q4 		$1.93M Sell
15,936
-417
-3% -$50K 0.24% 39
2025
Q3 		$1.94M Sell
16,353
-187
-1% -$21.3K 0.25% 35
2025
Q2 		$1.81M Sell
16,540
-734
-4% -$74K 0.25% 35
2025
Q1 		$1.69M Sell
17,274
-3,051
-15% -$319K 0.25% 35
2024
Q4 		$2.13M Buy
20,325
+588
+3% +$61.7K 0.33% 31
2024
Q3 		$2.01M Buy
19,737
+379
+2% +$37.1K 0.31% 34
2024
Q2 		$1.87M Sell
19,358
-544
-3% -$50.4K 0.31% 31
2024
Q1 		$1.85M Buy
19,902
+1,366
+7% +$121K 0.32% 32
2023
Q4 		$1.58M Sell
18,536
-54
-0.3% -$4.26K 0.3% 35
2023
Q3 		$1.4M Sell
18,590
-1,178
-6% -$92.4K 0.29% 36
2023
Q2 		$1.55M Buy
19,768
+1,996
+11% +$147K 0.32% 36
2023
Q1 		$1.27M Buy
17,772
+622
+4% +$43.3K 0.28% 39
2022
Q4 		$1.13M Buy
17,150
+1,923
+13% +$128K 0.26% 39
2022
Q3 		$958K Buy
15,227
+2,084
+16% +$146K 0.24% 42
2022
Q2 		$873K Buy
13,143
+3,066
+30% +$221K 0.21% 42
2022
Q1 		$817K Buy
10,077
+5,868
+139% +$472K 0.21% 38
2021
Q4 		$370K Buy
+4,209
New +$360K 0.1% 62

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

Johnson Bixby & Associates's ESGV Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.4% in Q2 2026, selling an estimated $43.4K and leaving 14,112 shares worth $1.87M. The position accounts for 0.21% of the portfolio, ranked #40.

Johnson Bixby & Associates first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.13M in Q4 2024. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Johnson Bixby & Associates held 14,112 shares of Vanguard ESG US Stock ETF worth $1.87M as of Q2 2026.
  • Johnson Bixby & Associates sold 340 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $43.4K.
  • Vanguard ESG US Stock ETF made up 0.21% of Johnson Bixby & Associates's portfolio in Q2 2026, its #40 holding.
  • Johnson Bixby & Associates first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Johnson Bixby & Associates's Vanguard ESG US Stock ETF position peaked at $2.13M in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.