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LexAurum Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

LexAurum 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 		$587K Sell
4,438
-1,527
-26% -$195K 0.07% 220
2026
Q1 		$670K Buy
+5,965
New +$708K 0.09% 175
2025
Q3 		$730K Sell
6,165
-472
-7% -$53.7K 0.1% 154
2025
Q2 		$728K Buy
6,637
+391
+6% +$39.4K 0.11% 151
2025
Q1 		$612K Buy
6,246
+211
+3% +$22.1K 0.12% 160
2024
Q4 		$633K Sell
6,035
-187
-3% -$19.6K 0.13% 153
2024
Q3 		$632K Buy
6,222
+931
+18% +$91.2K 0.14% 140
2024
Q2 		$511K Buy
5,291
+497
+10% +$46.1K 0.12% 155
2024
Q1 		$447K Buy
4,794
+662
+16% +$58.9K 0.11% 166
2023
Q4 		$351K Buy
4,132
+570
+16% +$44.9K 0.09% 197
2023
Q3 		$268K Buy
3,562
+167
+5% +$13.1K 0.08% 232
2023
Q2 		$266K Sell
3,395
-955
-22% -$70.3K 0.08% 218
2023
Q1 		$312K Sell
4,350
-2,778
-39% -$194K 0.1% 186
2022
Q4 		$469K Sell
7,128
-600
-8% -$40K 0.17% 126
2022
Q3 		$486K Sell
7,728
-365
-5% -$25.6K 0.19% 119
2022
Q2 		$537K Sell
8,093
-45
-0.6% -$3.25K 0.2% 113
2022
Q1 		$660K Buy
8,138
+545
+7% +$43.8K 0.22% 98
2021
Q4 		$667K Sell
7,593
-261
-3% -$22.3K 0.22% 96
2021
Q3 		$629K Buy
7,854
+182
+2% +$15K 0.19% 138
2021
Q2 		$614K Buy
7,672
+819
+12% +$63.5K 0.18% 140
2021
Q1 		$505K Sell
6,853
-53
-0.8% -$3.84K 0.17% 138
2020
Q4 		$485K Sell
6,906
-98
-1% -$6.47K 0.17% 137
2020
Q3 		$433K Sell
7,004
-1,173
-14% -$71.3K 0.18% 120
2020
Q2 		$461K Buy
8,177
+129
+2% +$6.78K 0.25% 91
2020
Q1 		$369K Buy
+8,048
New +$434K 0.26% 84

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

LexAurum Advisors's ESGV Position: Q2 2026 in Review

LexAurum Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 26% in Q2 2026, selling an estimated $195K and leaving 4,438 shares worth $587K. The position accounts for 0.07% of the portfolio, ranked #220.

LexAurum Advisors first reported a position in ESGV in Q1 2020 and has held it in 25 quarters since. The position peaked at $730K in Q3 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • LexAurum Advisors held 4,438 shares of Vanguard ESG US Stock ETF worth $587K as of Q2 2026.
  • LexAurum Advisors sold 1,527 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $195K.
  • Vanguard ESG US Stock ETF made up 0.07% of LexAurum Advisors's portfolio in Q2 2026, its #220 holding.
  • LexAurum Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 25 quarters since.
  • LexAurum Advisors's Vanguard ESG US Stock ETF position peaked at $730K in Q3 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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