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LRI Investments’s Vanguard ESG US Stock ETF ESGV Stock Holding History

LRI Investments’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 		$593K Hold
4,485
– – 0.05% 173
2026
Q1 		$504K Buy
4,485
+40
+0.9% +$4.75K 0.04% 183
2025
Q4 		$538K Hold
4,445
– – 0.04% 173
2025
Q3 		$526K Sell
4,445
-62
-1% -$7.06K 0.04% 178
2025
Q2 		$494K Hold
4,507
– – 0.04% 180
2025
Q1 		$441K Buy
4,507
+3,886
+626% +$406K 0.04% 178
2024
Q4 		$65.1K Buy
+621
New +$65.2K 0.01% 491

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

LRI Investments's ESGV Position: Q2 2026 in Review

LRI Investments held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 4,485 shares worth $593K. The position accounts for 0.05% of the portfolio, ranked #173.

LRI Investments first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 329 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • LRI Investments held 4,485 shares of Vanguard ESG US Stock ETF worth $593K as of Q2 2026.
  • LRI Investments left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.05% of LRI Investments's portfolio in Q2 2026, its #173 holding.
  • LRI Investments first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 329 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.