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NewEdge Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

NewEdge 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 		$3.38M Buy
25,537
+543
+2% +$69.2K 0.01% 943
2026
Q1 		$2.81M Sell
24,994
-6,262
-20% -$744K 0.01% 930
2025
Q4 		$3.78M Buy
31,256
+5,423
+21% +$651K 0.01% 778
2025
Q3 		$3.06M Buy
25,833
+19,619
+316% +$2.23M 0.01% 815
2025
Q2 		$681K Sell
6,214
-191
-3% -$19.3K ﹤0.01% 1513
2025
Q1 		$627K Sell
6,405
-21,590
-77% -$2.26M ﹤0.01% 1456
2024
Q4 		$2.94M Buy
27,995
+5,261
+23% +$552K 0.02% 671
2024
Q3 		$2.31M Buy
22,734
+423
+2% +$41.5K 0.02% 726
2024
Q2 		$2.16M Buy
22,311
+1,840
+9% +$171K 0.02% 720
2024
Q1 		$1.91M Buy
20,471
+1,612
+9% +$143K 0.02% 714
2023
Q4 		$1.64M Buy
18,859
+3,247
+21% +$256K 0.02% 739
2023
Q3 		$1.17M Buy
15,612
+2,294
+17% +$180K 0.01% 792
2023
Q2 		$1.04M Buy
13,318
+2,400
+22% +$177K 0.01% 845
2023
Q1 		$783K Buy
10,918
+5,875
+116% +$409K 0.01% 898
2022
Q4 		$332K Buy
+5,043
New +$336K 0.01% 953

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

NewEdge Advisors's ESGV Position: Q2 2026 in Review

NewEdge Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.2% in Q2 2026, buying an estimated $69.2K and bringing the position to 25,537 shares worth $3.38M. The position accounts for 0.01% of the portfolio, ranked #943.

NewEdge Advisors first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.78M in Q4 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • NewEdge Advisors held 25,537 shares of Vanguard ESG US Stock ETF worth $3.38M as of Q2 2026.
  • NewEdge Advisors bought 543 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $69.2K.
  • Vanguard ESG US Stock ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #943 holding.
  • NewEdge Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Vanguard ESG US Stock ETF position peaked at $3.78M in Q4 2025.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.