Members Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Members 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	–	Sell	-2,027	Closed	-$253K	–	123
2026 Q1	$253K	Hold	2,027	–	–	0.15%	93
2025 Q4	$248K	Hold	2,027	–	–	0.16%	90
2025 Q3	$241K	Buy	+2,027	New	+$231K	0.15%	89
2025 Q1	$215K	Buy	2,190 +50	+2%	+$5.23K	0.16%	93
2024 Q4	$231K	Buy	+2,140	New	+$225K	0.17%	100
2024 Q2	$223K	Buy	+2,027	New	+$188K	0.15%	97

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 $179B AUM 16.96% 1-Year Est. Return

Visa Foundation San Francisco, California $154M AUM 14.17% 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 $207M AUM 17.01% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Members Wealth's ESGV Position: Q2 2026 in Review

Members Wealth sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 2,027 shares — an estimated $253K sold.

Members Wealth first reported a position in ESGV in Q2 2024 and held it in 6 quarters. The position peaked at $253K in Q1 2026. 723 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Members Wealth reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
Members Wealth sold 2,027 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $253K.
Members Wealth first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and held it in 6 quarters.
Members Wealth's Vanguard ESG US Stock ETF position peaked at $253K in Q1 2026.
723 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.