MEG
ESGV icon

Millstone Evans Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Millstone Evans Group’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 		$848K Sell
6,409
-610
-9% -$77.8K 0.46% 40
2026
Q1 		$788K Buy
7,019
+2,258
+47% +$268K 0.47% 42
2025
Q4 		$576K Buy
4,761
+1,730
+57% +$208K 0.34% 53
2025
Q3 		$359K Buy
3,031
+445
+17% +$50.7K 0.23% 74
2025
Q2 		$284K Hold
2,586
– – 0.19% 99
2025
Q1 		$253K Buy
2,586
+1,004
+63% +$105K 0.17% 97
2024
Q4 		$166K Buy
+1,582
New +$166K 0.11% 135

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

Millstone Evans Group's ESGV Position: Q2 2026 in Review

Millstone Evans Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 8.7% in Q2 2026, selling an estimated $77.8K and leaving 6,409 shares worth $848K. The position accounts for 0.46% of the portfolio, ranked #40.

Millstone Evans Group first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Millstone Evans Group held 6,409 shares of Vanguard ESG US Stock ETF worth $848K as of Q2 2026.
  • Millstone Evans Group sold 610 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $77.8K.
  • Vanguard ESG US Stock ETF made up 0.46% of Millstone Evans Group's portfolio in Q2 2026, its #40 holding.
  • Millstone Evans Group first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.