Sandy Cove Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sandy Cove 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	$400K	Buy	3,023 +3	+0.1%	+$383	0.1%	106
2026 Q1	$339K	Buy	3,020 +4	+0.1%	+$475	0.1%	105
2025 Q4	$365K	Sell	3,016 -147	-5%	-$17.6K	0.11%	105
2025 Q3	$375K	Buy	3,163 +1,190	+60%	+$135K	0.12%	97
2025 Q2	$216K	Buy	+1,973	New	+$199K	0.08%	118
2022 Q2	–	Sell	-1,507	Closed	-$122K	–	174
2022 Q1	$122K	Hold	1,507	–	–	0.1%	113
2021 Q4	$132K	Buy	+1,507	New	+$129K	0.11%	100

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

Sandy Cove Advisors's ESGV Position: Q2 2026 in Review

Sandy Cove Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.1% in Q2 2026, buying an estimated $383 and bringing the position to 3,023 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #106.

Sandy Cove Advisors first reported a position in ESGV in Q4 2021 and has held it in 7 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Sandy Cove Advisors held 3,023 shares of Vanguard ESG US Stock ETF worth $400K as of Q2 2026.
Sandy Cove Advisors bought 3 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $383.
Vanguard ESG US Stock ETF made up 0.1% of Sandy Cove Advisors's portfolio in Q2 2026, its #106 holding.
Sandy Cove Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 7 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.