Salus Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Salus Financial 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	$316K	Sell	2,391 -100	-4%	-$12.8K	0.16%	30
2026 Q1	$280K	Sell	2,491 -425	-15%	-$50.5K	0.16%	29
2025 Q4	$353K	Sell	2,916 -121	-4%	-$14.5K	0.21%	25
2025 Q3	$360K	Sell	3,037 -128	-4%	-$14.6K	0.22%	25
2025 Q2	$347K	Hold	3,165	–	–	0.23%	25
2025 Q1	$310K	Hold	3,165	–	–	0.23%	26
2024 Q4	$332K	Buy	+3,165	New	+$332K	0.26%	25

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

Salus Financial Advisors's ESGV Position: Q2 2026 in Review

Salus Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4% in Q2 2026, selling an estimated $12.8K and leaving 2,391 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #30.

Salus Financial Advisors first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q3 2025. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Salus Financial Advisors held 2,391 shares of Vanguard ESG US Stock ETF worth $316K as of Q2 2026.
Salus Financial Advisors sold 100 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $12.8K.
Vanguard ESG US Stock ETF made up 0.16% of Salus Financial Advisors's portfolio in Q2 2026, its #30 holding.
Salus Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
Salus Financial Advisors's Vanguard ESG US Stock ETF position peaked at $360K in Q3 2025.
719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Salus Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.