SWA
ESGV icon

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

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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.

167 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.
  • 167 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.