N.E.W. Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

N.E.W. Advisory Services’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	$394K	Sell	2,977 -5	-0.2%	-$638	0.03%	163
2026 Q1	$335K	Buy	2,982 +74	+3%	+$8.79K	0.03%	162
2025 Q4	$352K	Buy	2,908 +1,815	+166%	+$218K	0.03%	157
2025 Q3	$129K	Sell	1,093 -5	-0.5%	-$569	0.01%	226
2025 Q2	$120K	Sell	1,098 -4,313	-80%	-$435K	0.01%	229
2025 Q1	$530K	Buy	5,411 +2,584	+91%	+$270K	0.04%	125
2024 Q4	$297K	Buy	2,827 +394	+16%	+$41.3K	0.03%	152
2024 Q3	$247K	Buy	2,433 +7	+0.3%	+$686	0.02%	169
2024 Q2	$234K	Buy	+2,426	New	+$225K	0.03%	161

Other funds holding ESGV

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

Visa Foundation San Francisco, California $155M AUM 20.68% 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

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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

N.E.W. Advisory Services's ESGV Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.17% in Q2 2026, selling an estimated $638 and leaving 2,977 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #163.

N.E.W. Advisory Services first reported a position in ESGV in Q2 2024 and has held it in 9 quarters since. The position peaked at $530K in Q1 2025. 548 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

N.E.W. Advisory Services held 2,977 shares of Vanguard ESG US Stock ETF worth $394K as of Q2 2026.
N.E.W. Advisory Services sold 5 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $638.
Vanguard ESG US Stock ETF made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #163 holding.
N.E.W. Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 9 quarters since.
N.E.W. Advisory Services's Vanguard ESG US Stock ETF position peaked at $530K in Q1 2025.
548 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.