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RWA Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

RWA Wealth Partners’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 		$21.7M Buy
164,394
+494
+0.3% +$63K 0.21% 73
2026
Q1 		$18.4M Buy
163,900
+7,395
+5% +$878K 0.2% 73
2025
Q4 		$18.9M Sell
156,505
-14,183
-8% -$1.7M 0.21% 72
2025
Q3 		$20.2M Sell
170,688
-504
-0.3% -$57.4K 0.23% 62
2025
Q2 		$18.8M Sell
171,192
-23,842
-12% -$2.4M 0.23% 64
2025
Q1 		$19.1M Sell
195,034
-9,578
-5% -$1M 0.24% 65
2024
Q4 		$21.5M Sell
204,612
-3,610
-2% -$379K 0.26% 57
2024
Q3 		$21.2M Buy
208,222
+198,398
+2,020% +$19.4M 0.26% 57
2024
Q2 		$949K Buy
9,824
+188
+2% +$17.4K 0.01% 309
2024
Q1 		$898K Sell
9,636
-2,736
-22% -$243K 0.01% 319
2023
Q4 		$1.05M Buy
12,372
+2,546
+26% +$201K 0.02% 285
2023
Q3 		$739K Sell
9,826
-365
-4% -$28.6K 0.02% 219
2023
Q2 		$798K Sell
10,191
-1,325
-12% -$97.6K 0.02% 186
2023
Q1 		$826K Buy
11,516
+480
+4% +$33.5K 0.02% 143
2022
Q4 		$755K Buy
11,036
+1,000
+10% +$66.7K 0.02% 151
2022
Q3 		$631K Sell
10,036
-87,058
-90% -$6.11M 0.04% 149
2022
Q2 		$6.45M Sell
97,094
-4,981
-5% -$360K 0.44% 48
2022
Q1 		$8.28M Sell
102,075
-14,722
-13% -$1.18M 0.54% 47
2021
Q4 		$10.3M Buy
116,797
+5,091
+5% +$435K 0.69% 40
2021
Q3 		$8.94M Buy
111,706
+1,786
+2% +$147K 0.67% 41
2021
Q2 		$8.79M Buy
109,920
+4,947
+5% +$384K 0.66% 42
2021
Q1 		$7.74M Buy
104,973
+18,578
+22% +$1.35M 0.62% 46
2020
Q4 		$6.06M Buy
86,395
+24,809
+40% +$1.64M 0.54% 48
2020
Q3 		$3.81M Buy
61,586
+543
+0.9% +$33K 0.4% 59
2020
Q2 		$3.44M Buy
61,043
+1,994
+3% +$105K 0.42% 58
2020
Q1 		$2.7M Buy
59,049
+2,483
+4% +$134K 0.38% 57
2019
Q4 		$3.2M Buy
56,566
+8,061
+17% +$435K 0.32% 73
2019
Q3 		$2.52M Buy
48,505
+10,799
+29% +$559K 0.27% 87
2019
Q2 		$1.93M Buy
37,706
+21,604
+134% +$1.08M 0.21% 89
2019
Q1 		$790K Buy
+16,102
New +$758K 0.09% 131

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

RWA Wealth Partners's ESGV Position: Q2 2026 in Review

RWA Wealth Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.3% in Q2 2026, buying an estimated $63K and bringing the position to 164,394 shares worth $21.7M. The position accounts for 0.21% of the portfolio, ranked #73.

RWA Wealth Partners first reported a position in ESGV in Q1 2019 and has held it in 30 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • RWA Wealth Partners held 164,394 shares of Vanguard ESG US Stock ETF worth $21.7M as of Q2 2026.
  • RWA Wealth Partners bought 494 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $63K.
  • Vanguard ESG US Stock ETF made up 0.21% of RWA Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • RWA Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q1 2019 and has held it in 30 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.