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New England Private Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

New England Private Wealth 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 		$4.55M Sell
34,489
-2,011
-6% -$256K 0.44% 57
2026
Q1 		$4.1M Buy
36,500
+2,077
+6% +$247K 0.47% 52
2025
Q4 		$4.16M Buy
34,423
+3,406
+11% +$409K 0.52% 49
2025
Q3 		$3.67M Buy
31,017
+27,780
+858% +$3.16M 0.48% 52
2025
Q2 		$364K Buy
3,237
+7
+0.2% +$706 0.05% 122
2025
Q1 		$316K Buy
3,230
+266
+9% +$27.8K 0.05% 118
2024
Q4 		$311K Buy
2,964
+8
+0.3% +$839 0.05% 122
2024
Q3 		$300K Buy
2,956
+8
+0.3% +$784 0.05% 119
2024
Q2 		$285K Buy
+2,948
New +$273K 0.05% 116
2021
Q4 		– Sell
-4,958
Closed -$397K – 105
2021
Q3 		$397K Sell
4,958
-1
-0% -$82 0.07% 81
2021
Q2 		$396K Hold
4,959
– – 0.08% 78
2021
Q1 		$366K Hold
4,959
– – 0.06% 77
2020
Q4 		$347K Hold
4,959
– – 0.08% 68
2020
Q3 		$306K Hold
4,959
– – 0.08% 68
2020
Q2 		$279K Hold
4,959
– – 0.08% 70
2020
Q1 		$227K Buy
4,959
+4
+0.1% +$216 0.08% 70
2019
Q4 		$280K Buy
4,955
+4
+0.1% +$216 0.07% 65
2019
Q3 		$258K Buy
4,951
+384
+8% +$19.9K 0.06% 131
2019
Q2 		$234K Buy
+4,567
New +$229K 0.06% 140

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

New England Private Wealth Advisors's ESGV Position: Q2 2026 in Review

New England Private Wealth Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 5.5% in Q2 2026, selling an estimated $256K and leaving 34,489 shares worth $4.55M. The position accounts for 0.44% of the portfolio, ranked #57.

New England Private Wealth Advisors first reported a position in ESGV in Q2 2019 and has held it in 19 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • New England Private Wealth Advisors held 34,489 shares of Vanguard ESG US Stock ETF worth $4.55M as of Q2 2026.
  • New England Private Wealth Advisors sold 2,011 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $256K.
  • Vanguard ESG US Stock ETF made up 0.44% of New England Private Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • New England Private Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 19 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.