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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
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

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

Olistico Wealth's ESGV Position: Q2 2026 in Review

Olistico Wealth held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 29 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Olistico Wealth first reported a position in ESGV in Q2 2024 and has held it in 8 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Olistico Wealth held 29 shares of Vanguard ESG US Stock ETF worth $3.83K as of Q2 2026.
  • Olistico Wealth left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #296 holding.
  • Olistico Wealth first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 8 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.