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MSH Capital Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

MSH Capital 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 		$467K Hold
3,530
– – 0.08% 215
2026
Q1 		$396K Hold
3,530
– – 0.08% 201
2025
Q4 		$427K Hold
3,530
– – 0.09% 192
2025
Q3 		$418K Hold
3,530
– – 0.11% 181
2025
Q2 		$387K Buy
3,530
+245
+7% +$24.7K 0.11% 179
2025
Q1 		$322K Buy
3,285
+231
+8% +$24.2K 0.1% 183
2024
Q4 		$320K Hold
3,054
– – 0.1% 181
2024
Q3 		$310K Hold
3,054
– – 0.09% 189
2024
Q2 		$295K Buy
+3,054
New +$283K 0.1% 185

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

MSH Capital Advisors's ESGV Position: Q2 2026 in Review

MSH Capital Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 3,530 shares worth $467K. The position accounts for 0.08% of the portfolio, ranked #215.

MSH Capital Advisors first reported a position in ESGV in Q2 2024 and has held it in 9 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • MSH Capital Advisors held 3,530 shares of Vanguard ESG US Stock ETF worth $467K as of Q2 2026.
  • MSH Capital Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.08% of MSH Capital Advisors's portfolio in Q2 2026, its #215 holding.
  • MSH Capital Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 9 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.