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Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$919K Hold
6,950
– – 0.01% 187
2026
Q1 		$819K Hold
6,950
– – 0.01% 189
2025
Q4 		$853K Hold
6,950
– – 0.01% 183
2025
Q3 		$829K Hold
6,950
– – 0.01% 191
2025
Q2 		$762K Hold
6,950
– – 0.01% 175
2025
Q1 		$652K Hold
6,950
– – 0.01% 186
2024
Q4 		$745K Hold
6,950
– – 0.01% 187
2024
Q3 		$712K Hold
6,950
– – 0.01% 192
2024
Q2 		$700K Hold
6,950
– – 0.01% 180
2024
Q1 		$612K Hold
6,950
– – 0.01% 186
2023
Q4 		$599K Hold
6,950
– – 0.01% 189
2023
Q3 		$525K Hold
6,950
– – 0.01% 191
2023
Q2 		$545K Hold
6,950
– – 0.01% 196
2023
Q1 		$498K Hold
6,950
– – 0.01% 199
2022
Q4 		$458K Hold
6,950
– – 0.01% 205
2022
Q3 		$437K Hold
6,950
– – 0.01% 209
2022
Q2 		$461K Hold
6,950
– – 0.01% 215
2022
Q1 		$564K Hold
6,950
– – 0.01% 201
2021
Q4 		$611K Hold
6,950
– – 0.01% 210
2021
Q3 		$556K Hold
6,950
– – 0.01% 215
2021
Q2 		$556K Hold
6,950
– – 0.01% 214
2021
Q1 		$513K Buy
6,950
+1,385
+25% +$100K 0.01% 211
2020
Q4 		$390K Buy
+5,565
New +$367K ﹤0.01% 229

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ESGV Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 6,950 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #187.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ESGV in Q4 2020 and has held it in 23 quarters since. 413 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 6,950 shares of Vanguard ESG US Stock ETF worth $919K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #187 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • 413 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.