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

LongView 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	$300K	Buy	2,272 +4	+0.2%	+$510	0.08%	173
2026 Q1	$275K	Hold	2,268	–	–	0.07%	205
2025 Q4	$279K	Hold	2,268	–	–	0.07%	212
2025 Q3	$269K	Buy	2,268 +336	+17%	+$38.3K	0.07%	194
2025 Q2	$212K	Buy	+1,932	New	+$195K	0.06%	208
2025 Q1	–	Sell	-1,932	Closed	-$203K	–	205
2024 Q4	$203K	Buy	+1,932	New	+$203K	0.06%	201

Other funds holding ESGV

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

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

LongView Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.18% in Q2 2026, buying an estimated $510 and bringing the position to 2,272 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #173.

LongView Wealth Management first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. 132 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

LongView Wealth Management held 2,272 shares of Vanguard ESG US Stock ETF worth $300K as of Q2 2026.
LongView Wealth Management bought 4 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $510.
Vanguard ESG US Stock ETF made up 0.08% of LongView Wealth Management's portfolio in Q2 2026, its #173 holding.
LongView Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
132 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.