Level Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Level Financial 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	$559K	Hold	4,225	–	–	0.12%	65
2026 Q1	$474K	Hold	4,225	–	–	0.12%	64
2025 Q4	$511K	Hold	4,225	–	–	0.14%	63
2025 Q3	$500K	Hold	4,225	–	–	0.14%	65
2025 Q2	$463K	Buy	4,225 +2	+0%	+$202	0.14%	65
2025 Q1	$414K	Hold	4,223	–	–	0.14%	65
2024 Q4	$443K	Sell	4,223 -363	-8%	-$38.1K	0.16%	57
2024 Q3	$466K	Hold	4,586	–	–	0.18%	54
2024 Q2	$443K	Hold	4,586	–	–	0.19%	49
2024 Q1	$427K	Sell	4,586 -551	-11%	-$49K	0.19%	50
2023 Q4	$437K	Hold	5,137	–	–	0.22%	47
2023 Q3	$386K	Sell	5,137 -56	-1%	-$4.39K	0.22%	46
2023 Q2	$407K	Hold	5,193	–	–	0.23%	45
2023 Q1	$372K	Buy	5,193 +1	+0%	+$70	0.22%	44
2022 Q4	$342K	Sell	5,192 -169	-3%	-$11.3K	0.22%	42
2022 Q3	$337K	Sell	5,361 -15	-0.3%	-$1.05K	0.25%	40
2022 Q2	$357K	Buy	5,376 +419	+8%	+$30.3K	0.26%	38
2022 Q1	$402K	Buy	+4,957	New	+$399K	0.31%	32

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

Level Financial Advisors's ESGV Position: Q2 2026 in Review

Level Financial Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 4,225 shares worth $559K. The position accounts for 0.12% of the portfolio, ranked #65.

Level Financial Advisors first reported a position in ESGV in Q1 2022 and has held it in 18 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Level Financial Advisors held 4,225 shares of Vanguard ESG US Stock ETF worth $559K as of Q2 2026.
Level Financial Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.12% of Level Financial Advisors's portfolio in Q2 2026, its #65 holding.
Level Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 18 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.