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Okabena Investment Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Okabena Investment Services’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 		$1.63M Buy
12,339
+87
+0.7% +$11.1K 0.29% 53
2026
Q1 		$1.38M Buy
12,252
+4,647
+61% +$552K 0.27% 58
2025
Q4 		$920K Buy
+7,605
New +$912K 0.18% 81

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Okabena Investment Services's ESGV Position: Q2 2026 in Review

Okabena Investment Services increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.71% in Q2 2026, buying an estimated $11.1K and bringing the position to 12,339 shares worth $1.63M. The position accounts for 0.29% of the portfolio, ranked #53.

Okabena Investment Services first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Okabena Investment Services held 12,339 shares of Vanguard ESG US Stock ETF worth $1.63M as of Q2 2026.
  • Okabena Investment Services bought 87 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $11.1K.
  • Vanguard ESG US Stock ETF made up 0.29% of Okabena Investment Services's portfolio in Q2 2026, its #53 holding.
  • Okabena Investment Services first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 514 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.