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

Navigoe 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	$26K	Hold	200	–	–	0.01%	114
2026 Q1	$22K	Hold	200	–	–	0.01%	99
2025 Q4	$24K	Hold	200	–	–	0.01%	105
2025 Q3	$23K	Hold	200	–	–	0.01%	103
2025 Q2	$21K	Hold	200	–	–	0.02%	92
2025 Q1	$19K	Hold	200	–	–	0.02%	95
2024 Q4	$20K	Buy	+200	New	+$21K	0.02%	94

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

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

Navigoe Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 200 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #114.

Navigoe Wealth Management first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Navigoe Wealth Management held 200 shares of Vanguard ESG US Stock ETF worth $26K as of Q2 2026.
Navigoe Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #114 holding.
Navigoe Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.