QWM
ESGV icon

Quaker Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-367
Closed -$35.9K – 1138
2025
Q1 		$35.9K Buy
+367
New +$38.4K 0.01% 186

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Quaker Wealth Management's ESGV Position: Q2 2026 in Review

Quaker Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 309 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #181.

Quaker Wealth Management first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 232 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Quaker Wealth Management held 309 shares of Vanguard ESG US Stock ETF worth $40.9K as of Q2 2026.
  • Quaker Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Quaker Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 232 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.