Ledgewood Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ledgewood Wealth Advisors’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	$245K	Sell	1,855 -134	-7%	-$17.1K	0.13%	64
2026 Q1	$223K	Buy	1,989 +1	+0.1%	+$119	0.13%	66
2025 Q4	$241K	Buy	1,988 +1	+0.1%	+$120	0.14%	66
2025 Q3	$235K	Hold	1,987	–	–	0.14%	67
2025 Q2	$218K	Buy	+1,987	New	+$200K	0.14%	64
2025 Q1	–	Sell	-1,985	Closed	-$208K	–	71
2024 Q4	$208K	Buy	1,985 +1	+0.1%	+$105	0.13%	65
2024 Q3	$202K	Buy	+1,984	New	+$194K	0.14%	67

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

Ledgewood Wealth Advisors's ESGV Position: Q2 2026 in Review

Ledgewood Wealth Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.7% in Q2 2026, selling an estimated $17.1K and leaving 1,855 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #64.

Ledgewood Wealth Advisors first reported a position in ESGV in Q3 2024 and has held it in 7 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Ledgewood Wealth Advisors held 1,855 shares of Vanguard ESG US Stock ETF worth $245K as of Q2 2026.
Ledgewood Wealth Advisors sold 134 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $17.1K.
Vanguard ESG US Stock ETF made up 0.13% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Ledgewood Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 7 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.