SageView Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

SageView Advisory Group’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	$13.2M	Buy	100,084 +1,129	+1%	+$144K	0.43%	29
2026 Q1	$11.1M	Buy	98,955 +539	+0.5%	+$64K	0.41%	25
2025 Q4	$11.9M	Buy	98,416 +239	+0.2%	+$28.7K	0.4%	30
2025 Q3	$11.6M	Buy	98,177 +233	+0.2%	+$26.5K	0.4%	29
2025 Q2	$11.1M	Sell	97,944 -40,054	-29%	-$4.04M	0.42%	27
2025 Q1	$13.5M	Buy	137,998 +306	+0.2%	+$32K	0.58%	23
2024 Q4	$14.4M	Buy	137,692 +370	+0.3%	+$38.8K	0.62%	23
2024 Q3	$14M	Sell	137,322 -23,528	-15%	-$2.31M	0.71%	19
2024 Q2	$15.5M	Buy	160,850 +109,101	+211%	+$10.1M	0.72%	19
2024 Q1	$2.6M	Sell	51,749 -68,531	-57%	-$6.09M	0.13%	93
2023 Q4	$10.6M	Buy	+120,280	New	+$9.48M	0.45%	28

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

SageView Advisory Group's ESGV Position: Q2 2026 in Review

SageView Advisory Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.1% in Q2 2026, buying an estimated $144K and bringing the position to 100,084 shares worth $13.2M. The position accounts for 0.43% of the portfolio, ranked #29.

SageView Advisory Group first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.5M in Q2 2024. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

SageView Advisory Group held 100,084 shares of Vanguard ESG US Stock ETF worth $13.2M as of Q2 2026.
SageView Advisory Group bought 1,129 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $144K.
Vanguard ESG US Stock ETF made up 0.43% of SageView Advisory Group's portfolio in Q2 2026, its #29 holding.
SageView Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
SageView Advisory Group's Vanguard ESG US Stock ETF position peaked at $15.5M in Q2 2024.
715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.