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

Liberty 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	$280K	Hold	2,498	–	–	0.04%	215
2026 Q1	$280K	Buy	2,498 +62	+3%	+$7.36K	0.04%	215
2025 Q4	$295K	Buy	2,436 +6	+0.2%	+$720	0.04%	196
2025 Q3	$288K	Buy	2,430 +6	+0.2%	+$683	0.04%	185
2025 Q2	$266K	Buy	2,424 +262	+12%	+$26.4K	0.04%	181
2025 Q1	$212K	Buy	+2,162	New	+$226K	0.04%	146
2021 Q4	–	Sell	-99	Closed	-$8K	–	452
2021 Q3	$8K	Buy	99 +1	+1%	+$82	﹤0.01%	862
2021 Q2	$8K	Buy	+98	New	+$7.6K	﹤0.01%	699

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

Liberty Wealth Management's ESGV Position: Q2 2026 in Review

Liberty Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,498 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #215.

Liberty Wealth Management first reported a position in ESGV in Q2 2021 and has held it in 8 quarters since. The position peaked at $295K in Q4 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Liberty Wealth Management held 2,498 shares of Vanguard ESG US Stock ETF worth $280K as of Q2 2026.
Liberty Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #215 holding.
Liberty Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 8 quarters since.
Liberty Wealth Management's Vanguard ESG US Stock ETF position peaked at $295K in Q4 2025.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.