Schaper Benz & Wise Investment Counsel’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Schaper Benz & Wise Investment Counsel’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	$1.12M	Sell	8,473 -2,330	-22%	-$297K	0.07%	111
2026 Q1	$1.21M	Buy	10,803 +90	+0.8%	+$10.7K	0.09%	101
2025 Q4	$1.3M	Buy	10,713 +1,002	+10%	+$120K	0.09%	101
2025 Q3	$1.15M	Buy	9,711 +205	+2%	+$23.3K	0.09%	103
2025 Q2	$1.04M	Buy	9,506 +670	+8%	+$67.5K	0.08%	103
2025 Q1	$865K	Buy	8,836 +3,105	+54%	+$325K	0.07%	102
2024 Q4	$601K	Buy	5,731 +1,585	+38%	+$166K	0.05%	109
2024 Q3	$421K	Buy	4,146 +390	+10%	+$38.2K	0.03%	122
2024 Q2	$363K	Buy	+3,756	New	+$348K	0.03%	121

Other funds holding ESGV

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

Schaper Benz & Wise Investment Counsel's ESGV Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its Vanguard ESG US Stock ETF (ESGV) stake by 22% in Q2 2026, selling an estimated $297K and leaving 8,473 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #111.

Schaper Benz & Wise Investment Counsel first reported a position in ESGV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2025. 261 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Schaper Benz & Wise Investment Counsel held 8,473 shares of Vanguard ESG US Stock ETF worth $1.12M as of Q2 2026.
Schaper Benz & Wise Investment Counsel sold 2,330 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $297K.
Vanguard ESG US Stock ETF made up 0.07% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #111 holding.
Schaper Benz & Wise Investment Counsel first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 9 quarters since.
Schaper Benz & Wise Investment Counsel's Vanguard ESG US Stock ETF position peaked at $1.3M in Q4 2025.
261 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.