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Newton One Investments’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Newton One 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 		$89.7K Buy
678
+158
+30% +$20.1K 0.02% 55
2026
Q1 		$58.4K Sell
520
-98
-16% -$11.6K 0.02% 63
2025
Q4 		$74.8K Buy
618
+1
+0.2% +$120 0.02% 60
2025
Q3 		$73.1K Hold
617
– – 0.02% 59
2025
Q2 		$67.6K Buy
617
+2
+0.3% +$202 0.02% 61
2025
Q1 		$60.2K Sell
615
-298
-33% -$31.2K 0.02% 61
2024
Q4 		$95.8K Buy
+913
New +$95.8K 0.04% 54
2024
Q3 		– Sell
-908
Closed -$87.8K – 63
2024
Q2 		$87.8K Buy
908
+40
+5% +$3.71K 0.04% 53
2024
Q1 		$80.9K Buy
868
+2
+0.2% +$178 0.04% 55
2023
Q4 		$73.6K Buy
866
+4
+0.5% +$315 0.03% 60
2023
Q3 		$64.9K Buy
862
+274
+47% +$21.5K 0.04% 62
2023
Q2 		$46.1K Buy
588
+1
+0.2% +$74 0.03% 68
2023
Q1 		$42.1K Buy
587
+2
+0.3% +$139 0.03% 69
2022
Q4 		$38.5K Hold
585
– – 0.02% 69
2022
Q3 		$37K Hold
585
– – 0.03% 68
2022
Q2 		$39K Hold
585
– – 0.03% 70
2022
Q1 		$47K Hold
585
– – 0.03% 70
2021
Q4 		$51K Hold
585
– – 0.04% 69
2021
Q3 		$47K Hold
585
– – 0.04% 68
2021
Q2 		$47K Hold
585
– – 0.04% 67
2021
Q1 		$43K Buy
+585
New +$42.4K 0.04% 50

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

Newton One Investments's ESGV Position: Q2 2026 in Review

Newton One Investments increased its Vanguard ESG US Stock ETF (ESGV) stake by 30% in Q2 2026, buying an estimated $20.1K and bringing the position to 678 shares worth $89.7K. The position accounts for 0.02% of the portfolio, ranked #55.

Newton One Investments first reported a position in ESGV in Q1 2021 and has held it in 21 quarters since. The position peaked at $95.8K in Q4 2024. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Newton One Investments held 678 shares of Vanguard ESG US Stock ETF worth $89.7K as of Q2 2026.
  • Newton One Investments bought 158 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $20.1K.
  • Vanguard ESG US Stock ETF made up 0.02% of Newton One Investments's portfolio in Q2 2026, its #55 holding.
  • Newton One Investments first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 21 quarters since.
  • Newton One Investments's Vanguard ESG US Stock ETF position peaked at $95.8K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.