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Relyea Zuckerberg Hanson’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Relyea Zuckerberg Hanson’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 		$8.8M Sell
66,573
-2,575
-4% -$328K 0.73% 34
2026
Q1 		$7.76M Sell
69,148
-311
-0.4% -$36.9K 0.78% 30
2025
Q4 		$8.4M Buy
69,459
+7,540
+12% +$904K 0.85% 26
2025
Q3 		$7.33M Sell
61,919
-3,683
-6% -$419K 0.77% 28
2025
Q2 		$7.19M Sell
65,602
-2,589
-4% -$261K 0.84% 26
2025
Q1 		$6.68M Buy
68,191
+2,475
+4% +$259K 0.9% 22
2024
Q4 		$6.89M Buy
65,716
+1,752
+3% +$184K 0.93% 24
2024
Q3 		$6.5M Buy
63,964
+11,581
+22% +$1.14M 0.99% 21
2024
Q2 		$5.06M Buy
52,383
+2,411
+5% +$223K 0.85% 23
2024
Q1 		$4.66M Buy
49,972
+10,392
+26% +$924K 0.82% 24
2023
Q4 		$3.37M Sell
39,580
-3,042
-7% -$240K 0.66% 27
2023
Q3 		$3.21M Buy
42,622
+23,148
+119% +$1.82M 0.73% 26
2023
Q2 		$1.53M Buy
19,474
+9,013
+86% +$664K 0.34% 44
2023
Q1 		$750K Buy
10,461
+5,009
+92% +$349K 0.18% 78
2022
Q4 		$359K Sell
5,452
-24,247
-82% -$1.62M 0.1% 118
2022
Q3 		$1.87M Buy
29,699
+23,049
+347% +$1.62M 0.67% 27
2022
Q2 		$442K Sell
6,650
-12,405
-65% -$896K 0.16% 92
2022
Q1 		$1.51M Buy
+19,055
New +$1.53M 0.49% 34

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

Relyea Zuckerberg Hanson's ESGV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.7% in Q2 2026, selling an estimated $328K and leaving 66,573 shares worth $8.8M. The position accounts for 0.73% of the portfolio, ranked #34.

Relyea Zuckerberg Hanson first reported a position in ESGV in Q1 2022 and has held it in 18 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Relyea Zuckerberg Hanson held 66,573 shares of Vanguard ESG US Stock ETF worth $8.8M as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 2,575 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $328K.
  • Vanguard ESG US Stock ETF made up 0.73% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #34 holding.
  • Relyea Zuckerberg Hanson first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 18 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.