SIC
ESGV icon

Salem Investment Counselors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Salem Investment Counselors’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 		$95.9K Sell
725
-770
-52% -$98.2K ﹤0.01% 509
2026
Q1 		$168K Sell
1,495
-425
-22% -$50.5K ﹤0.01% 409
2025
Q4 		$232K Sell
1,920
-250
-12% -$30K 0.01% 360
2025
Q3 		$257K Hold
2,170
– – 0.01% 346
2025
Q2 		$238K Hold
2,170
– – 0.01% 348
2025
Q1 		$213K Hold
2,170
– – 0.01% 350
2024
Q4 		$228K Hold
2,170
– – 0.01% 346
2024
Q3 		$221K Hold
2,170
– – 0.01% 356
2024
Q2 		$210K Hold
2,170
– – 0.01% 355
2024
Q1 		$202K Hold
2,170
– – 0.01% 355
2023
Q4 		$185K Buy
2,170
+870
+67% +$68.6K 0.01% 356
2023
Q3 		$97.8K Buy
+1,300
New +$102K ﹤0.01% 418

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Salem Investment Counselors's ESGV Position: Q2 2026 in Review

Salem Investment Counselors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 52% in Q2 2026, selling an estimated $98.2K and leaving 725 shares worth $95.9K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Salem Investment Counselors first reported a position in ESGV in Q3 2023 and has held it in 12 quarters since. The position peaked at $257K in Q3 2025. 283 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Salem Investment Counselors held 725 shares of Vanguard ESG US Stock ETF worth $95.9K as of Q2 2026.
  • Salem Investment Counselors sold 770 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $98.2K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #509 holding.
  • Salem Investment Counselors first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 12 quarters since.
  • Salem Investment Counselors's Vanguard ESG US Stock ETF position peaked at $257K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.