SMA
ESGV icon

Sage Mountain Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sage Mountain Advisors’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 		$9.79K Hold
74
– – ﹤0.01% 294
2026
Q1 		$8.31K Hold
74
– – ﹤0.01% 276
2025
Q4 		$8.95K Hold
74
– – ﹤0.01% 555
2025
Q3 		$8.77K Hold
74
– – ﹤0.01% 544
2025
Q2 		$8.11K Buy
+74
New +$7.46K ﹤0.01% 489

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

Sage Mountain Advisors's ESGV Position: Q2 2026 in Review

Sage Mountain Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 74 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Sage Mountain Advisors first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 717 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Sage Mountain Advisors held 74 shares of Vanguard ESG US Stock ETF worth $9.79K as of Q2 2026.
  • Sage Mountain Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #294 holding.
  • Sage Mountain Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 717 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.