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Keystone Wealth Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Keystone Wealth Services’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 		$231K Buy
+1,743
New +$222K 0.04% 291
2026
Q1 		– Sell
-1,742
Closed -$211K – 299
2025
Q4 		$211K Buy
+1,742
New +$209K 0.04% 239
2023
Q2 		– Sell
-4,180
Closed -$300K – 204
2023
Q1 		$300K Buy
+4,180
New +$291K 0.12% 148

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

Keystone Wealth Services's ESGV Position: Q2 2026 in Review

Keystone Wealth Services opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,743 shares worth $231K. The stake represents 0.04% of the portfolio and ranks #291 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in ESGV as recently as Q4 2025.

Keystone Wealth Services first reported a position in ESGV in Q1 2023 and has held it in 3 quarters since. The position peaked at $300K in Q1 2023. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Keystone Wealth Services held 1,743 shares of Vanguard ESG US Stock ETF worth $231K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Keystone Wealth Services position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #291 holding.
  • Keystone Wealth Services first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 3 quarters since.
  • Keystone Wealth Services's Vanguard ESG US Stock ETF position peaked at $300K in Q1 2023.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.