McLean Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

McLean Asset 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	$1.76M	Buy	13,302 +713	+6%	+$90.9K	0.23%	42
2026 Q1	$1.41M	Buy	12,589 +1,389	+12%	+$165K	0.25%	43
2025 Q4	$1.36M	Hold	11,200	–	–	0.24%	42
2025 Q3	$1.34M	Sell	11,200 -3,743	-25%	-$426K	0.28%	42
2025 Q2	$1.64M	Hold	14,943	–	–	0.43%	33
2025 Q1	$1.3M	Buy	14,943 +11,200	+299%	+$1.17M	0.43%	34
2024 Q4	$393K	Hold	3,743	–	–	0.12%	89
2024 Q3	$379K	Hold	3,743	–	–	0.11%	89
2024 Q2	$374K	Hold	3,743	–	–	0.12%	89
2024 Q1	$345K	Hold	3,743	–	–	0.12%	96
2023 Q4	$312K	Hold	3,743	–	–	0.12%	95
2023 Q3	$287K	Hold	3,743	–	–	0.12%	97
2023 Q2	$293K	Hold	3,743	–	–	0.12%	96
2023 Q1	$268K	Hold	3,743	–	–	0.11%	99
2022 Q4	$247K	Buy	3,743 +60	+2%	+$4K	0.08%	114
2022 Q3	$234K	Buy	+3,683	New	+$259K	0.09%	106

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

McLean Asset Management's ESGV Position: Q2 2026 in Review

McLean Asset Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 5.7% in Q2 2026, buying an estimated $90.9K and bringing the position to 13,302 shares worth $1.76M. The position accounts for 0.23% of the portfolio, ranked #42.

McLean Asset Management first reported a position in ESGV in Q3 2022 and has held it in 16 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

McLean Asset Management held 13,302 shares of Vanguard ESG US Stock ETF worth $1.76M as of Q2 2026.
McLean Asset Management bought 713 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $90.9K.
Vanguard ESG US Stock ETF made up 0.23% of McLean Asset Management's portfolio in Q2 2026, its #42 holding.
McLean Asset Management first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 16 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.