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

Rialto 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
2026
Q2 		$114K Sell
863
-60
-7% -$7.65K 0.02% 236
2026
Q1 		$104K Hold
923
– – 0.02% 211
2025
Q4 		$112K Hold
923
– – 0.03% 197
2025
Q3 		$109K Hold
923
– – 0.03% 194
2025
Q2 		$101K Hold
923
– – 0.03% 199
2025
Q1 		$90.4K Hold
923
– – 0.03% 200
2024
Q4 		$96.8K Buy
+923
New +$96.8K 0.03% 198

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

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

Rialto Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.5% in Q2 2026, selling an estimated $7.65K and leaving 863 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #236.

Rialto Wealth Management first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Rialto Wealth Management held 863 shares of Vanguard ESG US Stock ETF worth $114K as of Q2 2026.
  • Rialto Wealth Management sold 60 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $7.65K.
  • Vanguard ESG US Stock ETF made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Rialto Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.