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NWAM LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

NWAM LLC’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 		$1.33M Buy
10,036
+8,079
+413% +$1.03M 0.07% 275
2026
Q1 		$220K Buy
1,957
+43
+2% +$5.11K 0.01% 579
2025
Q4 		$232K Sell
1,914
-399
-17% -$47.9K 0.01% 562
2025
Q3 		$274K Sell
2,313
-129
-5% -$14.7K 0.01% 545
2025
Q2 		$269K Buy
+2,442
New +$246K 0.02% 530
2025
Q1 		– Sell
-1,959
Closed -$206K – 532
2024
Q4 		$206K Buy
+1,959
New +$206K 0.01% 566

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

NWAM LLC's ESGV Position: Q2 2026 in Review

NWAM LLC increased its Vanguard ESG US Stock ETF (ESGV) stake by 413% in Q2 2026, buying an estimated $1.03M and bringing the position to 10,036 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #275.

NWAM LLC first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • NWAM LLC held 10,036 shares of Vanguard ESG US Stock ETF worth $1.33M as of Q2 2026.
  • NWAM LLC bought 8,079 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.03M.
  • Vanguard ESG US Stock ETF made up 0.07% of NWAM LLC's portfolio in Q2 2026, its #275 holding.
  • NWAM LLC first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.