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Natural Investments’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Natural Investments’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 		$380K Buy
2,874
+530
+23% +$67.6K 0.08% 193
2026
Q1 		$263K Hold
2,344
– – 0.06% 236
2025
Q4 		$283K Buy
+2,344
New +$281K 0.07% 225
2025
Q3 		– Sell
-2,541
Closed -$278K – 252
2025
Q2 		$278K Buy
2,541
+148
+6% +$14.9K 0.07% 206
2025
Q1 		$234K Sell
2,393
-1,420
-37% -$148K 0.07% 214
2024
Q4 		$399K Buy
+3,813
New +$400K 0.11% 157

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

Natural Investments's ESGV Position: Q2 2026 in Review

Natural Investments increased its Vanguard ESG US Stock ETF (ESGV) stake by 23% in Q2 2026, buying an estimated $67.6K and bringing the position to 2,874 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #193.

Natural Investments first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $399K in Q4 2024. 486 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Natural Investments held 2,874 shares of Vanguard ESG US Stock ETF worth $380K as of Q2 2026.
  • Natural Investments bought 530 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $67.6K.
  • Vanguard ESG US Stock ETF made up 0.08% of Natural Investments's portfolio in Q2 2026, its #193 holding.
  • Natural Investments first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • Natural Investments's Vanguard ESG US Stock ETF position peaked at $399K in Q4 2024.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.