Raymond James Financial
ESGV icon

Raymond James Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Raymond James Financial’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 		$88.3M Buy
667,954
+3,373
+0.5% +$430K 0.02% 628
2026
Q1 		$74.6M Buy
664,581
+2,995
+0.5% +$356K 0.02% 641
2025
Q4 		$80M Buy
661,586
+59,058
+10% +$7.08M 0.02% 601
2025
Q3 		$71.4M Sell
602,528
-14,366
-2% -$1.64M 0.02% 620
2025
Q2 		$67.6M Buy
616,894
+111,318
+22% +$11.2M 0.02% 611
2025
Q1 		$49.5M Buy
505,576
+1,060
+0.2% +$111K 0.02% 727
2024
Q4 		$52.9M Buy
+504,516
New +$52.9M 0.02% 691

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial's ESGV Position: Q2 2026 in Review

Raymond James Financial increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.51% in Q2 2026, buying an estimated $430K and bringing the position to 667,954 shares worth $88.3M. The position accounts for 0.02% of the portfolio, ranked #628.

Raymond James Financial first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Raymond James Financial held 667,954 shares of Vanguard ESG US Stock ETF worth $88.3M as of Q2 2026.
  • Raymond James Financial bought 3,373 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $430K.
  • Vanguard ESG US Stock ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #628 holding.
  • Raymond James Financial first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.