MW
ESGV icon

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

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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. 343 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.
  • 343 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.