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Sax Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sax Wealth 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 		$469K Buy
+4,175
New +$532K 0.02% 353

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

Sax Wealth Advisors's ESGV Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 4,175 shares worth $469K. The stake represents 0.02% of the portfolio and ranks #353 among its holdings.

721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Sax Wealth Advisors held 4,175 shares of Vanguard ESG US Stock ETF worth $469K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Sax Wealth Advisors position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #353 holding.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.