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Presilium Private Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Presilium Private 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 		$1.15M Sell
8,734
-40
-0.5% -$5.1K 0.18% 31
2026
Q1 		$985K Buy
8,774
+389
+5% +$46.2K 0.17% 34
2025
Q4 		$1.01M Sell
8,385
-15
-0.2% -$1.8K 0.19% 33
2025
Q3 		$995K Sell
8,400
-255
-3% -$29K 0.19% 32
2025
Q2 		$949K Sell
8,655
-57
-0.7% -$5.75K 0.19% 31
2025
Q1 		$853K Buy
8,712
+635
+8% +$66.4K 0.19% 37
2024
Q4 		$847K Buy
8,077
+463
+6% +$48.6K 0.19% 40
2024
Q3 		$774K Buy
7,614
+154
+2% +$15.1K 0.18% 45
2024
Q2 		$721K Sell
7,460
-181
-2% -$16.8K 0.18% 45
2024
Q1 		$712K Sell
7,641
-603
-7% -$53.6K 0.19% 42
2023
Q4 		$701K Sell
8,244
-210
-2% -$16.6K 0.2% 42
2023
Q3 		$636K Buy
8,454
+4,702
+125% +$369K 0.2% 27
2023
Q2 		$294K Sell
3,752
-102
-3% -$7.51K 0.1% 48
2023
Q1 		$276K Buy
3,854
+30
+0.8% +$2.09K 0.11% 45
2022
Q4 		$252K Buy
+3,824
New +$255K 0.11% 46

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

Presilium Private Wealth's ESGV Position: Q2 2026 in Review

Presilium Private Wealth reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.46% in Q2 2026, selling an estimated $5.1K and leaving 8,734 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #31.

Presilium Private Wealth first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 711 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Presilium Private Wealth held 8,734 shares of Vanguard ESG US Stock ETF worth $1.15M as of Q2 2026.
  • Presilium Private Wealth sold 40 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $5.1K.
  • Vanguard ESG US Stock ETF made up 0.18% of Presilium Private Wealth's portfolio in Q2 2026, its #31 holding.
  • Presilium Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 711 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.