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Prime Buchholz’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Prime Buchholz’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 		$17.9M Buy
135,621
+42,946
+46% +$5.48M 6.47% 6
2026
Q1 		$10.4M Sell
92,675
-80,773
-47% -$9.59M 5.44% 9
2025
Q4 		$21M Sell
173,448
-6,991
-4% -$839K 12.46% 3
2025
Q3 		$21.4M Sell
180,439
-20,954
-10% -$2.39M 11.75% 3
2025
Q2 		$22.1M Buy
201,393
+83,635
+71% +$8.43M 7.05% 4
2025
Q1 		$11.5M Buy
+117,758
New +$12.3M 4.03% 8

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

Prime Buchholz's ESGV Position: Q2 2026 in Review

Prime Buchholz increased its Vanguard ESG US Stock ETF (ESGV) stake by 46% in Q2 2026, buying an estimated $5.48M and bringing the position to 135,621 shares worth $17.9M. The position accounts for 6.47% of the portfolio, ranked #6.

Prime Buchholz first reported a position in ESGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.1M in Q2 2025. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Prime Buchholz held 135,621 shares of Vanguard ESG US Stock ETF worth $17.9M as of Q2 2026.
  • Prime Buchholz bought 42,946 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $5.48M.
  • Vanguard ESG US Stock ETF made up 6.47% of Prime Buchholz's portfolio in Q2 2026, its #6 holding.
  • Prime Buchholz first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • Prime Buchholz's Vanguard ESG US Stock ETF position peaked at $22.1M in Q2 2025.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Prime Buchholz's 13F filing for Q2 2026, filed 13 Aug 2026.