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Roble Belko & Company’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Roble Belko & Company’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 		$56K Hold
422
– – 0.01% 202
2026
Q1 		$47K Hold
422
– – 0.01% 209
2025
Q4 		$51K Hold
422
– – 0.01% 203
2025
Q3 		$50K Hold
422
– – 0.01% 171
2025
Q2 		$46K Buy
422
+17
+4% +$1.71K 0.01% 178
2025
Q1 		$40K Buy
405
+14
+4% +$1.46K 0.01% 182
2024
Q4 		$41K Hold
391
– – 0.01% 178
2024
Q3 		$40K Hold
391
– – 0.01% 176
2024
Q2 		$38K Hold
391
– – 0.01% 179
2024
Q1 		$36K Hold
391
– – 0.01% 187
2023
Q4 		$33K Hold
391
– – 0.01% 176
2023
Q3 		$29K Hold
391
– – 0.01% 165
2023
Q2 		$31K Sell
391
-39
-9% -$2.87K 0.01% 164
2023
Q1 		$31K Hold
430
– – 0.01% 172
2022
Q4 		$28K Sell
430
-220
-34% -$14.7K 0.01% 188
2022
Q3 		$41K Hold
650
– – 0.01% 155
2022
Q2 		$43K Buy
650
+32
+5% +$2.31K 0.01% 151
2022
Q1 		$50K Buy
618
+36
+6% +$2.89K 0.01% 162
2021
Q4 		$51K Hold
582
– – 0.01% 160
2021
Q3 		$47K Buy
582
+36
+7% +$2.97K 0.01% 153
2021
Q2 		$44K Buy
546
+280
+105% +$21.7K 0.01% 166
2021
Q1 		$20K Buy
266
+46
+21% +$3.33K ﹤0.01% 207
2020
Q4 		$15K Hold
220
– – ﹤0.01% 210
2020
Q3 		$14K Hold
220
– – ﹤0.01% 211
2020
Q2 		$12K Hold
220
– – ﹤0.01% 239
2020
Q1 		$10K Buy
+220
New +$11.9K ﹤0.01% 242

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

Roble Belko & Company's ESGV Position: Q2 2026 in Review

Roble Belko & Company held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 422 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #202.

Roble Belko & Company first reported a position in ESGV in Q1 2020 and has held it in 26 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Roble Belko & Company held 422 shares of Vanguard ESG US Stock ETF worth $56K as of Q2 2026.
  • Roble Belko & Company left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Roble Belko & Company's portfolio in Q2 2026, its #202 holding.
  • Roble Belko & Company first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 26 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.