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Market Street Wealth Management Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Market Street Wealth Management 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 		$407K Hold
3,079
– – 0.06% 86
2026
Q1 		$346K Hold
3,079
– – 0.05% 85
2025
Q4 		$372K Hold
3,079
– – 0.06% 81
2025
Q3 		$365K Sell
3,079
-475
-13% -$54.1K 0.06% 81
2025
Q2 		$390K Hold
3,554
– – 0.06% 78
2025
Q1 		$348K Sell
3,554
-815
-19% -$85.2K 0.06% 79
2024
Q4 		$458K Hold
4,369
– – 0.08% 72
2024
Q3 		$444K Hold
4,369
– – 0.07% 74
2024
Q2 		$422K Sell
4,369
-68
-2% -$6.3K 0.07% 76
2024
Q1 		$413K Sell
4,437
-796
-15% -$70.8K 0.07% 81
2023
Q4 		$445K Sell
5,233
-2,320
-31% -$183K 0.09% 77
2023
Q3 		$568K Hold
7,553
– – 0.15% 66
2023
Q2 		$592K Sell
7,553
-1,094
-13% -$80.6K 0.15% 66
2023
Q1 		$620K Sell
8,647
-1,130
-12% -$78.7K 0.16% 67
2022
Q4 		$644K Sell
9,777
-45,750
-82% -$3.05M 0.19% 66
2022
Q3 		$3.49M Buy
55,527
+22,814
+70% +$1.6M 1.11% 20
2022
Q2 		$2.17M Sell
32,713
-3,107
-9% -$224K 0.67% 33
2022
Q1 		$2.9M Buy
+35,820
New +$2.88M 1.03% 21

Other funds holding ESGV

VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

Market Street Wealth Management Advisors's ESGV Position: Q2 2026 in Review

Market Street Wealth Management Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 3,079 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #86.

Market Street Wealth Management Advisors first reported a position in ESGV in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.49M in Q3 2022. 481 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Market Street Wealth Management Advisors held 3,079 shares of Vanguard ESG US Stock ETF worth $407K as of Q2 2026.
  • Market Street Wealth Management Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.06% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #86 holding.
  • Market Street Wealth Management Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 18 quarters since.
  • Market Street Wealth Management Advisors's Vanguard ESG US Stock ETF position peaked at $3.49M in Q3 2022.
  • 481 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.