NW
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NewEdge Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

NewEdge Wealth’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 		$2.61M Buy
19,723
+103
+0.5% +$13.1K 0.03% 389
2026
Q1 		$2.2M Hold
19,620
– – 0.03% 401
2025
Q4 		$2.37M Hold
19,620
– – 0.03% 405
2025
Q3 		$2.36M Sell
19,620
-414
-2% -$47.1K 0.03% 355
2025
Q2 		$2.25M Sell
20,034
-2,470
-11% -$249K 0.04% 356
2025
Q1 		$2.2M Buy
22,504
+2,277
+11% +$238K 0.04% 339
2024
Q4 		$2.12M Buy
20,227
+275
+1% +$28.9K 0.04% 341
2024
Q3 		$2.03M Buy
19,952
+915
+5% +$89.7K 0.04% 345
2024
Q2 		$1.84M Hold
19,037
– – 0.04% 336
2024
Q1 		$1.7M Buy
19,037
+1,180
+7% +$105K 0.04% 352
2023
Q4 		$1.52M Buy
17,857
+122
+0.7% +$9.62K 0.04% 334
2023
Q3 		$1.33M Buy
+17,735
New +$1.39M 0.04% 316

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 Wealth's ESGV Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.52% in Q2 2026, buying an estimated $13.1K and bringing the position to 19,723 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #389.

NewEdge Wealth first reported a position in ESGV in Q3 2023 and has held it in 12 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • NewEdge Wealth held 19,723 shares of Vanguard ESG US Stock ETF worth $2.61M as of Q2 2026.
  • NewEdge Wealth bought 103 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $13.1K.
  • Vanguard ESG US Stock ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #389 holding.
  • NewEdge Wealth first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 12 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.