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Mission Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Mission Wealth 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 		$6.42M Buy
48,546
+23,718
+96% +$3.02M 0.08% 148
2026
Q1 		$2.79M Sell
24,828
-7,904
-24% -$939K 0.06% 172
2025
Q4 		$3.96M Buy
32,732
+6,015
+23% +$722K 0.08% 138
2025
Q3 		$3.16M Buy
26,717
+226
+0.9% +$25.7K 0.06% 161
2025
Q2 		$2.9M Buy
26,491
+9,406
+55% +$948K 0.06% 169
2025
Q1 		$1.67M Sell
17,085
-96
-0.6% -$10K 0.04% 213
2024
Q4 		$1.8M Hold
17,181
– – 0.04% 196
2024
Q3 		$1.75M Buy
17,181
+397
+2% +$38.9K 0.04% 193
2024
Q2 		$1.62M Sell
16,784
-18,907
-53% -$1.75M 0.04% 194
2024
Q1 		$3.33M Buy
35,691
+18,907
+113% +$1.68M 0.09% 127
2023
Q4 		$1.43M Sell
16,784
-1,348
-7% -$106K 0.05% 187
2023
Q3 		$1.36M Buy
18,132
+20
+0.1% +$1.57K 0.05% 184
2023
Q2 		$1.42M Hold
18,112
– – 0.05% 173
2023
Q1 		$1.3M Hold
18,112
– – 0.05% 184
2022
Q4 		$1.19M Sell
18,112
-37,653
-68% -$2.51M 0.06% 180
2022
Q3 		$3.51M Buy
55,765
+39,353
+240% +$2.76M 0.19% 76
2022
Q2 		$1.09M Buy
+16,412
New +$1.19M 0.06% 181

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

Mission Wealth Management's ESGV Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 96% in Q2 2026, buying an estimated $3.02M and bringing the position to 48,546 shares worth $6.42M. The position accounts for 0.08% of the portfolio, ranked #148.

Mission Wealth Management first reported a position in ESGV in Q2 2022 and has held it in 17 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Mission Wealth Management held 48,546 shares of Vanguard ESG US Stock ETF worth $6.42M as of Q2 2026.
  • Mission Wealth Management bought 23,718 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $3.02M.
  • Vanguard ESG US Stock ETF made up 0.08% of Mission Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Mission Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 17 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.