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MB Generational Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

MB Generational Wealth’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 		$203K Sell
1,533
-265
-15% -$33.8K 0.1% 65
2026
Q1 		$202K Hold
1,798
– – 0.11% 64
2025
Q4 		$217K Sell
1,798
-127
-7% -$15.2K 0.12% 66
2025
Q3 		$228K Buy
+1,925
New +$219K 0.14% 61
2025
Q1 		– Sell
-1,925
Closed -$202K – 52
2024
Q4 		$202K Buy
+1,925
New +$202K 0.15% 49

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

MB Generational Wealth's ESGV Position: Q2 2026 in Review

MB Generational Wealth reduced its Vanguard ESG US Stock ETF (ESGV) stake by 15% in Q2 2026, selling an estimated $33.8K and leaving 1,533 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #65.

MB Generational Wealth first reported a position in ESGV in Q4 2024 and has held it in 5 quarters since. The position peaked at $228K in Q3 2025. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • MB Generational Wealth held 1,533 shares of Vanguard ESG US Stock ETF worth $203K as of Q2 2026.
  • MB Generational Wealth sold 265 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $33.8K.
  • Vanguard ESG US Stock ETF made up 0.1% of MB Generational Wealth's portfolio in Q2 2026, its #65 holding.
  • MB Generational Wealth first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 5 quarters since.
  • MB Generational Wealth's Vanguard ESG US Stock ETF position peaked at $228K in Q3 2025.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.