Sage Mountain Advisors
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
Q3 		$10K Hold
74
– – ﹤0.01% 279
2026
Q2 		$9.8K 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 		$8.76K Hold
74
– – ﹤0.01% 544
2025
Q2 		$8.11K Buy
+74
New +$7.46K ﹤0.01% 489

Other funds holding ESGV

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Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
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Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return

Sage Mountain Advisors's ESGV Position: Q3 2026 in Review

Sage Mountain Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 74 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Sage Mountain Advisors first reported a position in ESGV in Q2 2025 and has held it in 6 quarters since. 509 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Sage Mountain Advisors held 74 shares of Vanguard ESG US Stock ETF worth $10K as of Q3 2026.
  • Sage Mountain Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #279 holding.
  • Sage Mountain Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 6 quarters since.
  • 509 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.