Koshinski Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Koshinski Asset 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	$4.04M	Sell	30,555 -1,080	-3%	-$138K	0.22%	102
2026 Q1	$3.55M	Sell	31,635 -100	-0.3%	-$11.9K	0.22%	98
2025 Q4	$3.84M	Sell	31,735 -270	-0.8%	-$32.4K	0.25%	90
2025 Q3	$3.79M	Hold	32,005	–	–	0.25%	85
2025 Q2	$3.51M	Buy	+32,005	New	+$3.23M	0.26%	81
2025 Q1	–	Sell	-5,690	Closed	-$597M	–	641
2024 Q4	$597M	Buy	+5,690	New	+$597K	0.05%	330

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Koshinski Asset Management's ESGV Position: Q2 2026 in Review

Koshinski Asset Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.4% in Q2 2026, selling an estimated $138K and leaving 30,555 shares worth $4.04M. The position accounts for 0.22% of the portfolio, ranked #102.

Koshinski Asset Management first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $597M in Q4 2024. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Koshinski Asset Management held 30,555 shares of Vanguard ESG US Stock ETF worth $4.04M as of Q2 2026.
Koshinski Asset Management sold 1,080 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $138K.
Vanguard ESG US Stock ETF made up 0.22% of Koshinski Asset Management's portfolio in Q2 2026, its #102 holding.
Koshinski Asset Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
Koshinski Asset Management's Vanguard ESG US Stock ETF position peaked at $597M in Q4 2024.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.