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Savvy Advisors Inc’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Savvy Advisors Inc’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 		$1.14M Sell
8,625
-247
-3% -$31.5K 0.02% 487
2026
Q1 		$996K Buy
8,872
+186
+2% +$22.1K 0.03% 433
2025
Q4 		$1.05M Buy
8,686
+587
+7% +$70.4K 0.03% 352
2025
Q3 		$959K Buy
8,099
+39
+0.5% +$4.44K 0.04% 276
2025
Q2 		$884K Buy
8,060
+268
+3% +$27K 0.06% 235
2025
Q1 		$763K Buy
7,792
+204
+3% +$21.3K 0.08% 208
2024
Q4 		$796K Buy
+7,588
New +$796K 0.1% 178

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Savvy Advisors Inc's ESGV Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.8% in Q2 2026, selling an estimated $31.5K and leaving 8,625 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #487.

Savvy Advisors Inc first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Savvy Advisors Inc held 8,625 shares of Vanguard ESG US Stock ETF worth $1.14M as of Q2 2026.
  • Savvy Advisors Inc sold 247 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $31.5K.
  • Vanguard ESG US Stock ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #487 holding.
  • Savvy Advisors Inc first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.