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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

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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. 132 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.
  • 132 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.