MWM
ESGV icon

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

Modera 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 		$3.72M Buy
28,108
+2
+0% +$255 0.04% 212
2026
Q1 		$3.16M Sell
28,106
-954
-3% -$113K 0.04% 218
2025
Q4 		$3.52M Sell
29,060
-60
-0.2% -$7.2K 0.04% 215
2025
Q3 		$3.45M Buy
29,120
+2,324
+9% +$265K 0.04% 216
2025
Q2 		$2.94M Buy
26,796
+1,932
+8% +$195K 0.04% 222
2025
Q1 		$2.44M Sell
24,864
-467
-2% -$48.8K 0.03% 227
2024
Q4 		$2.66M Buy
25,331
+519
+2% +$54.5K 0.03% 225
2024
Q3 		$2.52M Buy
24,812
+562
+2% +$55.1K 0.03% 213
2024
Q2 		$2.34M Buy
24,250
+95
+0.4% +$8.81K 0.03% 208
2024
Q1 		$2.25M Sell
24,155
-254
-1% -$22.6K 0.03% 214
2023
Q4 		$2.08M Sell
24,409
-651
-3% -$51.3K 0.03% 217
2023
Q3 		$1.88M Buy
25,060
+417
+2% +$32.7K 0.04% 219
2023
Q2 		$1.93M Buy
24,643
+19,870
+416% +$1.46M 0.04% 227
2023
Q1 		$342K Buy
4,773
+421
+10% +$29.3K 0.01% 266
2022
Q4 		$287K Buy
+4,352
New +$290K 0.01% 289
2022
Q2 		– Sell
-2,614
Closed -$212K – 347
2022
Q1 		$212K Buy
+2,614
New +$210K 0.01% 337

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

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

Modera Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.01% in Q2 2026, buying an estimated $255 and bringing the position to 28,108 shares worth $3.72M. The position accounts for 0.04% of the portfolio, ranked #212.

Modera Wealth Management first reported a position in ESGV in Q1 2022 and has held it in 16 quarters since. 486 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Modera Wealth Management held 28,108 shares of Vanguard ESG US Stock ETF worth $3.72M as of Q2 2026.
  • Modera Wealth Management bought 2 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $255.
  • Vanguard ESG US Stock ETF made up 0.04% of Modera Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Modera Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 16 quarters since.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.