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Mascoma Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Mascoma Wealth Management’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 		$46.9K Hold
355
– – 0.01% 193
2026
Q1 		$39.9K Sell
355
-71
-17% -$8.43K 0.01% 207
2025
Q4 		$51.5K Hold
426
– – 0.01% 179
2025
Q3 		$50.5K Hold
426
– – 0.01% 196
2025
Q2 		$46.7K Sell
426
-1,205
-74% -$121K 0.01% 196
2025
Q1 		$160K Sell
1,631
-6
-0.4% -$627 0.04% 102
2024
Q4 		$172K Buy
1,637
+3
+0.2% +$315 0.04% 102
2024
Q3 		$166K Sell
1,634
-197
-11% -$19.3K 0.04% 102
2024
Q2 		$177K Buy
1,831
+5
+0.3% +$463 0.05% 99
2024
Q1 		$170K Sell
1,826
-1,010
-36% -$89.8K 0.05% 103
2023
Q4 		$241K Buy
2,836
+364
+15% +$28.7K 0.07% 89
2023
Q3 		$186K Buy
2,472
+8
+0.3% +$628 0.06% 105
2023
Q2 		$195K Sell
2,464
-180
-7% -$13.3K 0.06% 105
2023
Q1 		$192K Sell
2,644
-285
-10% -$19.9K 0.06% 125
2022
Q4 		$193K Buy
2,929
+13
+0.4% +$867 0.06% 117
2022
Q3 		$183K Buy
2,916
+10
+0.3% +$702 0.06% 118
2022
Q2 		$193K Sell
2,906
-590
-17% -$42.6K 0.07% 113
2022
Q1 		$283K Buy
3,496
+7
+0.2% +$563 0.09% 99
2021
Q4 		$307K Sell
3,489
-119
-3% -$10.2K 0.11% 86
2021
Q3 		$289K Buy
3,608
+344
+11% +$28.3K 0.11% 88
2021
Q2 		$261K Buy
3,264
+5
+0.2% +$388 0.11% 93
2021
Q1 		$240K Buy
+3,259
New +$236K 0.1% 97
2019
Q3 		– Sell
-2,110
Closed -$108K – 162
2019
Q2 		$108K Buy
+2,110
New +$106K 0.07% 110

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

Mascoma Wealth Management's ESGV Position: Q2 2026 in Review

Mascoma Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 355 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #193.

Mascoma Wealth Management first reported a position in ESGV in Q2 2019 and has held it in 23 quarters since. The position peaked at $307K in Q4 2021. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Mascoma Wealth Management held 355 shares of Vanguard ESG US Stock ETF worth $46.9K as of Q2 2026.
  • Mascoma Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Mascoma Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 23 quarters since.
  • Mascoma Wealth Management's Vanguard ESG US Stock ETF position peaked at $307K in Q4 2021.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.