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North Star Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

North Star Investment 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 		$275K Sell
2,077
-72
-3% -$9.18K 0.01% 474
2026
Q1 		$241K Buy
2,149
+195
+10% +$23.2K 0.01% 471
2025
Q4 		$236K Sell
1,954
-41
-2% -$4.92K 0.01% 422
2025
Q3 		$236K Buy
1,995
+5
+0.3% +$569 0.02% 411
2025
Q2 		$218K Buy
1,990
+4
+0.2% +$403 0.02% 410
2025
Q1 		$195K Buy
1,986
+5
+0.3% +$523 0.01% 416
2024
Q4 		$208K Buy
1,981
+5
+0.3% +$525 0.01% 408
2024
Q3 		$201K Sell
1,976
-115
-5% -$11.3K 0.01% 420
2024
Q2 		$202K Buy
2,091
+5
+0.2% +$463 0.01% 406
2024
Q1 		$194K Buy
2,086
+5
+0.2% +$445 0.01% 425
2023
Q4 		$177K Buy
2,081
+7
+0.3% +$552 0.01% 430
2023
Q3 		$156K Buy
2,074
+6
+0.3% +$471 0.01% 443
2023
Q2 		$162K Buy
2,068
+6
+0.3% +$442 0.01% 445
2023
Q1 		$148K Buy
2,062
+5
+0.2% +$348 0.01% 465
2022
Q4 		$135K Buy
2,057
+9
+0.4% +$600 0.01% 459
2022
Q3 		$129K Buy
2,048
+1,311
+178% +$92K 0.01% 411
2022
Q2 		$49K Sell
737
-40
-5% -$2.89K ﹤0.01% 550
2022
Q1 		$63K Buy
777
+1
+0.1% +$80 ﹤0.01% 535
2021
Q4 		$68K Buy
776
+2
+0.3% +$171 ﹤0.01% 550
2021
Q3 		$62K Buy
774
+1
+0.1% +$82 0.01% 548
2021
Q2 		$62K Buy
773
+2
+0.3% +$155 ﹤0.01% 545
2021
Q1 		$57K Buy
771
+1
+0.1% +$72 0.01% 529
2020
Q4 		$54K Buy
770
+202
+36% +$13.3K 0.01% 522
2020
Q3 		$35K Buy
568
+2
+0.4% +$122 ﹤0.01% 566
2020
Q2 		$32K Buy
566
+2
+0.4% +$105 ﹤0.01% 558
2020
Q1 		$26K Buy
564
+1
+0.2% +$54 ﹤0.01% 591
2019
Q4 		$32K Buy
563
+3
+0.5% +$162 ﹤0.01% 635
2019
Q3 		$29K Buy
+560
New +$29K ﹤0.01% 647
2019
Q2 		– Sell
-556
Closed -$27K – 550
2019
Q1 		$27K Buy
+556
New +$26.2K ﹤0.01% 667

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

North Star Investment Management's ESGV Position: Q2 2026 in Review

North Star Investment Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.4% in Q2 2026, selling an estimated $9.18K and leaving 2,077 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #474.

North Star Investment Management first reported a position in ESGV in Q1 2019 and has held it in 29 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • North Star Investment Management held 2,077 shares of Vanguard ESG US Stock ETF worth $275K as of Q2 2026.
  • North Star Investment Management sold 72 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $9.18K.
  • Vanguard ESG US Stock ETF made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #474 holding.
  • North Star Investment Management first reported a position in Vanguard ESG US Stock ETF in Q1 2019 and has held it in 29 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.