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Martel Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Martel Wealth 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 		$240K Sell
1,814
-386
-18% -$49.2K 0.04% 56
2026
Q1 		$247K Hold
2,200
– – 0.04% 67
2025
Q4 		$266K Hold
2,200
– – 0.05% 63
2025
Q3 		$261K Hold
2,200
– – 0.05% 63
2025
Q2 		$241K Hold
2,200
– – 0.04% 64
2025
Q1 		$215K Hold
2,200
– – 0.04% 67
2024
Q4 		$231K Hold
2,200
– – 0.05% 65
2024
Q3 		$223K Hold
2,200
– – 0.05% 50
2024
Q2 		$213K Hold
2,200
– – 0.05% 52
2024
Q1 		$205K Sell
2,200
-758
-26% -$67.4K 0.04% 54
2023
Q4 		$252K Buy
2,958
+93
+3% +$7.33K 0.06% 48
2023
Q3 		$216K Hold
2,865
– – 0.05% 50
2023
Q2 		$224K Hold
2,865
– – 0.05% 52
2023
Q1 		$205K Buy
+2,865
New +$200K 0.05% 49
2022
Q2 		– Sell
-2,489
Closed -$202K – 48
2022
Q1 		$202K Hold
2,489
– – 0.05% 50
2021
Q4 		$219K Buy
+2,489
New +$213K 0.05% 46

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

Martel Wealth Advisors's ESGV Position: Q2 2026 in Review

Martel Wealth Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 18% in Q2 2026, selling an estimated $49.2K and leaving 1,814 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #56.

Martel Wealth Advisors first reported a position in ESGV in Q4 2021 and has held it in 16 quarters since. The position peaked at $266K in Q4 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Martel Wealth Advisors held 1,814 shares of Vanguard ESG US Stock ETF worth $240K as of Q2 2026.
  • Martel Wealth Advisors sold 386 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $49.2K.
  • Vanguard ESG US Stock ETF made up 0.04% of Martel Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Martel Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 16 quarters since.
  • Martel Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $266K in Q4 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.