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

Moneta Group 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	$882K	Sell	6,666 -1,248	-16%	-$159K	0.01%	422
2026 Q1	$888K	Sell	7,914 -222	-3%	-$26.4K	0.01%	379
2025 Q4	$984K	Buy	8,136 +122	+2%	+$14.6K	0.01%	365
2025 Q3	$949K	Buy	8,014 +265	+3%	+$30.2K	0.01%	366
2025 Q2	$850K	Buy	7,749 +5,098	+192%	+$514K	0.01%	333
2025 Q1	$260K	Buy	2,651 +7	+0.3%	+$732	﹤0.01%	557
2024 Q4	$277K	Sell	2,644 -165	-6%	-$17.3K	﹤0.01%	547
2024 Q3	$286K	Buy	2,809 +37	+1%	+$3.63K	﹤0.01%	529
2024 Q2	$268K	Sell	2,772 -232	-8%	-$21.5K	﹤0.01%	520
2024 Q1	$280K	Buy	3,004 +455	+18%	+$40.5K	﹤0.01%	507
2023 Q4	$217K	Buy	+2,549	New	+$201K	﹤0.01%	517
2023 Q3	–	Sell	-2,782	Closed	-$218K	–	541
2023 Q2	$218K	Buy	+2,782	New	+$205K	﹤0.01%	488

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Moneta Group Investment Advisors's ESGV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 16% in Q2 2026, selling an estimated $159K and leaving 6,666 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #422.

Moneta Group Investment Advisors first reported a position in ESGV in Q2 2023 and has held it in 12 quarters since. The position peaked at $984K in Q4 2025. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Moneta Group Investment Advisors held 6,666 shares of Vanguard ESG US Stock ETF worth $882K as of Q2 2026.
Moneta Group Investment Advisors sold 1,248 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $159K.
Vanguard ESG US Stock ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #422 holding.
Moneta Group Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 12 quarters since.
Moneta Group Investment Advisors's Vanguard ESG US Stock ETF position peaked at $984K in Q4 2025.
719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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