LPAM
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Lodestar Private Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Lodestar Private Asset 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 		$1.04M Buy
7,869
+619
+9% +$78.9K 0.09% 113
2026
Q1 		$814K Buy
7,250
+307
+4% +$36.5K 0.08% 116
2025
Q4 		$840K Sell
6,943
-199
-3% -$23.9K 0.08% 115
2025
Q3 		$846K Buy
7,142
+2,193
+44% +$250K 0.09% 113
2025
Q2 		$543K Sell
4,949
-117
-2% -$11.8K 0.06% 136
2025
Q1 		$496K Buy
5,066
+4
+0.1% +$418 0.06% 139
2024
Q4 		$531K Buy
5,062
+3
+0.1% +$315 0.07% 135
2024
Q3 		$514K Buy
5,059
+384
+8% +$37.6K 0.07% 136
2024
Q2 		$452K Buy
4,675
+4
+0.1% +$371 0.06% 139
2024
Q1 		$435K Buy
4,671
+3
+0.1% +$267 0.06% 140
2023
Q4 		$397K Buy
4,668
+520
+13% +$41K 0.06% 142
2023
Q3 		$312K Sell
4,148
-2,616
-39% -$205K 0.05% 150
2023
Q2 		$530K Buy
6,764
+774
+13% +$57K 0.09% 123
2023
Q1 		$430K Buy
5,990
+769
+15% +$53.6K 0.08% 133
2022
Q4 		$344K Buy
+5,221
New +$348K 0.07% 148

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

Lodestar Private Asset Management's ESGV Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 8.5% in Q2 2026, buying an estimated $78.9K and bringing the position to 7,869 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #113.

Lodestar Private Asset Management first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Lodestar Private Asset Management held 7,869 shares of Vanguard ESG US Stock ETF worth $1.04M as of Q2 2026.
  • Lodestar Private Asset Management bought 619 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $78.9K.
  • Vanguard ESG US Stock ETF made up 0.09% of Lodestar Private Asset Management's portfolio in Q2 2026, its #113 holding.
  • Lodestar Private Asset Management first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.