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Marino Stram & Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Marino Stram & Associates’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 		$1.67M Buy
12,615
+253
+2% +$32.3K 0.27% 63
2026
Q1 		$1.39M Sell
12,362
-98
-0.8% -$11.6K 0.25% 66
2025
Q4 		$1.51M Sell
12,460
-689
-5% -$82.7K 0.27% 59
2025
Q3 		$1.56M Sell
13,149
-1
-0% -$114 0.28% 63
2025
Q2 		$1.44M Sell
13,150
-384
-3% -$38.7K 0.29% 58
2025
Q1 		$1.33M Sell
13,534
-153
-1% -$16K 0.29% 52
2024
Q4 		$1.44M Sell
13,687
-184
-1% -$19.3K 0.32% 49
2024
Q3 		$1.41M Sell
13,871
-41
-0.3% -$4.02K 0.31% 52
2024
Q2 		$1.34M Sell
13,912
-463
-3% -$42.9K 0.33% 50
2024
Q1 		$1.34M Sell
14,375
-106
-0.7% -$9.43K 0.32% 49
2023
Q4 		$1.23M Sell
14,481
-955
-6% -$75.3K 0.32% 51
2023
Q3 		$1.16M Sell
15,436
-444
-3% -$34.8K 0.34% 49
2023
Q2 		$1.24M Sell
15,880
-90
-0.6% -$6.63K 0.35% 46
2023
Q1 		$1.15M Sell
15,970
-661
-4% -$46.1K 0.35% 48
2022
Q4 		$1.1M Sell
16,631
-2,869
-15% -$191K 0.35% 47
2022
Q3 		$1.23M Sell
19,500
-1,040
-5% -$73K 0.44% 38
2022
Q2 		$1.36M Buy
20,540
+19
+0.1% +$1.37K 0.47% 36
2022
Q1 		$1.66M Buy
20,521
+2,674
+15% +$215K 0.52% 35
2021
Q4 		$1.57M Buy
17,847
+4,016
+29% +$343K 0.48% 36
2021
Q3 		$1.11M Buy
13,831
+10,456
+310% +$861K 0.38% 44
2021
Q2 		$270K Sell
3,375
-2,299
-41% -$178K 0.07% 220
2021
Q1 		$418K Buy
+5,674
New +$411K 0.16% 93

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

Marino Stram & Associates's ESGV Position: Q2 2026 in Review

Marino Stram & Associates increased its Vanguard ESG US Stock ETF (ESGV) stake by 2% in Q2 2026, buying an estimated $32.3K and bringing the position to 12,615 shares worth $1.67M. The position accounts for 0.27% of the portfolio, ranked #63.

Marino Stram & Associates first reported a position in ESGV in Q1 2021 and has held it in 22 quarters since. 413 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Marino Stram & Associates held 12,615 shares of Vanguard ESG US Stock ETF worth $1.67M as of Q2 2026.
  • Marino Stram & Associates bought 253 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $32.3K.
  • Vanguard ESG US Stock ETF made up 0.27% of Marino Stram & Associates's portfolio in Q2 2026, its #63 holding.
  • Marino Stram & Associates first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 22 quarters since.
  • 413 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.