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Kingsview Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Kingsview Wealth Management’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 		$220K Buy
+1,661
New +$212K ﹤0.01% 1321
2025
Q1 		– Sell
-34,602
Closed -$3.63M – 1114
2024
Q4 		$3.63M Buy
+34,602
New +$3.63M 0.07% 261

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

Kingsview Wealth Management's ESGV Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,661 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in ESGV as recently as Q4 2024.

Kingsview Wealth Management first reported a position in ESGV in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.63M in Q4 2024. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Kingsview Wealth Management held 1,661 shares of Vanguard ESG US Stock ETF worth $220K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Kingsview Wealth Management position in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1321 holding.
  • Kingsview Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 2 quarters since.
  • Kingsview Wealth Management's Vanguard ESG US Stock ETF position peaked at $3.63M in Q4 2024.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.