LW
ESGV icon

Libra Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Libra Wealth’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 		$7.07M Sell
53,482
-42
-0.1% -$5.36K 1.81% 11
2026
Q1 		$6.01M Buy
53,524
+392
+0.7% +$46.6K 1.69% 11
2025
Q4 		$6.43M Sell
53,132
-3,429
-6% -$411K 1.8% 11
2025
Q3 		$6.7M Sell
56,561
-275
-0.5% -$31.3K 2.01% 11
2025
Q2 		$6.23M Sell
56,836
-3,146
-5% -$317K 2.04% 13
2025
Q1 		$5.88M Buy
59,982
+348
+0.6% +$36.4K 2.2% 11
2024
Q4 		$6.26M Sell
59,634
-2,352
-4% -$247K 2.43% 11
2024
Q3 		$6.3M Buy
61,986
+1,125
+2% +$110K 2.52% 11
2024
Q2 		$5.88M Sell
60,861
-2,536
-4% -$235K 2.55% 11
2024
Q1 		$5.91M Buy
63,397
+2,215
+4% +$197K 2.59% 10
2023
Q4 		$5.2M Sell
61,182
-117
-0.2% -$9.22K 2.59% 8
2023
Q3 		$4.61M Buy
61,299
+357
+0.6% +$28K 2.55% 8
2023
Q2 		$4.77M Buy
60,942
+1,031
+2% +$75.9K 2.61% 9
2023
Q1 		$4.3M Buy
59,911
+18
+0% +$1.25K 2.49% 9
2022
Q4 		$3.94M Buy
59,893
+201
+0.3% +$13.4K 0.11% 12
2022
Q3 		$3.75M Buy
59,692
+6,614
+12% +$464K 2.42% 9
2022
Q2 		$3.52M Buy
+53,078
New +$3.83M 2.52% 10

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

Libra Wealth's ESGV Position: Q2 2026 in Review

Libra Wealth reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.08% in Q2 2026, selling an estimated $5.36K and leaving 53,482 shares worth $7.07M. The position accounts for 1.81% of the portfolio, ranked #11.

Libra Wealth first reported a position in ESGV in Q2 2022 and has held it in 17 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Libra Wealth held 53,482 shares of Vanguard ESG US Stock ETF worth $7.07M as of Q2 2026.
  • Libra Wealth sold 42 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $5.36K.
  • Vanguard ESG US Stock ETF made up 1.81% of Libra Wealth's portfolio in Q2 2026, its #11 holding.
  • Libra Wealth first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 17 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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