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Milestone Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Milestone Investment Advisors’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 		$952K Sell
7,202
-37
-0.5% -$4.72K 0.21% 53
2026
Q1 		$813K Buy
7,239
+206
+3% +$24.5K 0.2% 54
2025
Q4 		$851K Sell
7,033
-68
-1% -$8.16K 0.21% 52
2025
Q3 		$841K Sell
7,101
-40
-0.6% -$4.55K 0.21% 52
2025
Q2 		$783K Sell
7,141
-8
-0.1% -$806 0.2% 54
2025
Q1 		$700K Sell
7,149
-141
-2% -$14.7K 0.19% 55
2024
Q4 		$765K Buy
7,290
+166
+2% +$17.4K 0.21% 52
2024
Q3 		$724K Sell
7,124
-1,073
-13% -$105K 0.2% 51
2024
Q2 		$792K Sell
8,197
-114
-1% -$10.6K 0.21% 49
2024
Q1 		$775K Sell
8,311
-54
-0.6% -$4.8K 0.21% 49
2023
Q4 		$712K Sell
8,365
-1,698
-17% -$134K 0.21% 50
2023
Q3 		$757K Buy
10,063
+346
+4% +$27.1K 0.22% 50
2023
Q2 		$761K Buy
9,717
+40
+0.4% +$2.94K 0.24% 46
2023
Q1 		$694K Buy
9,677
+1
+0% +$70 0.21% 46
2022
Q4 		$637K Buy
+9,676
New +$645K 0.22% 45

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

Milestone Investment Advisors's ESGV Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.51% in Q2 2026, selling an estimated $4.72K and leaving 7,202 shares worth $952K. The position accounts for 0.21% of the portfolio, ranked #53.

Milestone Investment Advisors first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Milestone Investment Advisors held 7,202 shares of Vanguard ESG US Stock ETF worth $952K as of Q2 2026.
  • Milestone Investment Advisors sold 37 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $4.72K.
  • Vanguard ESG US Stock ETF made up 0.21% of Milestone Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Milestone Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.