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 Q3	$309K	Buy	2,276 +4	+0.2%	+$538	0.07%	182
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

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

LongView Wealth Management's ESGV Position: Q3 2026 in Review

LongView Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.18% in Q3 2026, buying an estimated $538 and bringing the position to 2,276 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #182.

LongView Wealth Management first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

LongView Wealth Management held 2,276 shares of Vanguard ESG US Stock ETF worth $309K as of Q3 2026.
LongView Wealth Management bought 4 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $538.
Vanguard ESG US Stock ETF made up 0.07% of LongView Wealth Management's portfolio in Q3 2026, its #182 holding.
LongView Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
231 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.