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

Level 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	$262K	Buy	1,983 +5	+0.3%	+$638	0.11%	60
2026 Q1	$222K	Buy	1,978 +5	+0.3%	+$594	0.1%	62
2025 Q4	$239K	Buy	1,973 +5	+0.3%	+$600	0.12%	56
2025 Q3	$233K	Buy	1,968 +4	+0.2%	+$455	0.12%	59
2025 Q2	$215K	Buy	+1,964	New	+$198K	0.13%	60
2025 Q1	–	Sell	-1,954	Closed	-$205K	–	53
2024 Q4	$205K	Buy	+1,954	New	+$205K	0.14%	53

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 Wealth Management's ESGV Position: Q2 2026 in Review

Level Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.25% in Q2 2026, buying an estimated $638 and bringing the position to 1,983 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #60.

Level Wealth Management first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Level Wealth Management held 1,983 shares of Vanguard ESG US Stock ETF worth $262K as of Q2 2026.
Level Wealth Management bought 5 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $638.
Vanguard ESG US Stock ETF made up 0.11% of Level Wealth Management's portfolio in Q2 2026, its #60 holding.
Level Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.