LPL Financial
ESGV icon

LPL Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

LPL Financial’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 		$36.2M Buy
273,953
+13,437
+5% +$1.71M 0.01% 1193
2026
Q1 		$29.2M Buy
260,516
+2,600
+1% +$309K 0.01% 1217
2025
Q4 		$31.2M Buy
257,916
+6,498
+3% +$779K 0.01% 1119
2025
Q3 		$29.8M Buy
251,418
+9,350
+4% +$1.06M 0.01% 1120
2025
Q2 		$26.5M Buy
242,068
+7,791
+3% +$785K 0.01% 1079
2025
Q1 		$22.9M Buy
234,277
+3,128
+1% +$327K 0.01% 1070
2024
Q4 		$24.2M Buy
231,149
+12,671
+6% +$1.33M 0.01% 982
2024
Q3 		$22.2M Buy
218,478
+3,777
+2% +$370K 0.01% 996
2024
Q2 		$20.7M Buy
214,701
+2,576
+1% +$239K 0.01% 955
2024
Q1 		$19.8M Buy
212,125
+33,942
+19% +$3.02M 0.01% 952
2023
Q4 		$15.2M Buy
178,183
+10,619
+6% +$837K 0.01% 1004
2023
Q3 		$12.6M Buy
167,564
+5,127
+3% +$402K 0.01% 1032
2023
Q2 		$12.7M Buy
162,437
+29,829
+22% +$2.2M 0.01% 1005
2023
Q1 		$9.51M Sell
132,608
-420
-0.3% -$29.3K 0.01% 1112
2022
Q4 		$8.76M Buy
133,028
+2,865
+2% +$191K 0.01% 1098
2022
Q3 		$8.19M Buy
130,163
+5,527
+4% +$388K 0.01% 1067
2022
Q2 		$8.28M Buy
124,636
+15,157
+14% +$1.09M 0.01% 1067
2022
Q1 		$8.88M Sell
109,479
-24,897
-19% -$2M 0.01% 1071
2021
Q4 		$11.8M Buy
134,376
+36,141
+37% +$3.09M 0.01% 926
2021
Q3 		$7.87M Buy
98,235
+20,061
+26% +$1.65M 0.01% 1093
2021
Q2 		$6.25M Sell
78,174
-12,899
-14% -$1M 0.01% 1193
2021
Q1 		$6.72M Buy
91,073
+29,932
+49% +$2.17M 0.01% 1050
2020
Q4 		$4.29M Buy
+61,141
New +$4.04M 0.01% 1202

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

LPL Financial's ESGV Position: Q2 2026 in Review

LPL Financial increased its Vanguard ESG US Stock ETF (ESGV) stake by 5.2% in Q2 2026, buying an estimated $1.71M and bringing the position to 273,953 shares worth $36.2M. The position accounts for 0.01% of the portfolio, ranked #1193.

LPL Financial first reported a position in ESGV in Q4 2020 and has held it in 23 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • LPL Financial held 273,953 shares of Vanguard ESG US Stock ETF worth $36.2M as of Q2 2026.
  • LPL Financial bought 13,437 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.71M.
  • Vanguard ESG US Stock ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1193 holding.
  • LPL Financial first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.