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Operose Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Operose Advisors’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 		$30.8K Hold
233
– – 0.01% 347
2026
Q1 		$26.1K Buy
233
+1
+0.4% +$119 0.01% 337
2025
Q4 		$28.1K Hold
232
– – 0.01% 321
2025
Q3 		$27.4K Buy
232
+1
+0.4% +$114 0.01% 300
2025
Q2 		$25.3K Buy
231
+1
+0.4% +$101 0.01% 280
2025
Q1 		$22.6K Hold
230
– – 0.01% 277
2024
Q4 		$24.1K Buy
230
+1
+0.4% +$105 0.01% 260
2024
Q3 		$23.3K Hold
229
– – 0.01% 374
2024
Q2 		$22.1K Buy
229
+1
+0.4% +$93 0.01% 341
2024
Q1 		$21.2K Buy
228
+74
+48% +$6.58K 0.01% 382
2023
Q4 		$13.1K Buy
154
+1
+0.7% +$79 0.01% 424
2023
Q3 		$11.5K Buy
153
+1
+0.7% +$78 ﹤0.01% 560
2023
Q2 		$11.9K Buy
+152
New +$11.2K 0.01% 267

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

Operose Advisors's ESGV Position: Q2 2026 in Review

Operose Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 233 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #347.

Operose Advisors first reported a position in ESGV in Q2 2023 and has held it in 13 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Operose Advisors held 233 shares of Vanguard ESG US Stock ETF worth $30.8K as of Q2 2026.
  • Operose Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #347 holding.
  • Operose Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 13 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.