Olistico Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Olistico 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 Q3	$3.93K	Hold	29	–	–	﹤0.01%	312
2026 Q2	$3.83K	Hold	29	–	–	﹤0.01%	296
2026 Q1	$3.24K	Hold	29	–	–	﹤0.01%	306
2025 Q4	$3.48K	Buy	+29	New	+$3.48K	﹤0.01%	295
2025 Q3	–	Sell	-29	Closed	-$3.14K	–	170
2025 Q2	$3.14K	Buy	29 +1	+4%	+$101	﹤0.01%	316
2025 Q1	$2.8K	Sell	28 -1	-3%	-$105	﹤0.01%	294
2024 Q4	$2.99K	Buy	29 +1	+4%	+$105	﹤0.01%	278
2024 Q3	$2.89K	Hold	28	–	–	﹤0.01%	285
2024 Q2	$2.74K	Buy	+28	New	+$2.6K	﹤0.01%	280

Other funds holding ESGV

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return

Olistico Wealth's ESGV Position: Q3 2026 in Review

Olistico Wealth held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 29 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Olistico Wealth first reported a position in ESGV in Q2 2024 and has held it in 9 quarters since. 187 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Olistico Wealth held 29 shares of Vanguard ESG US Stock ETF worth $3.93K as of Q3 2026.
Olistico Wealth left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #312 holding.
Olistico Wealth first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 9 quarters since.
187 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.