Selective Wealth Management
ESGV icon

Selective Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Selective Wealth Management’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
Q3 		$1.66M Sell
12,147
-299
-2% -$40.2K 0.39% 35
2026
Q2 		$1.64M Sell
12,446
-1,148
-8% -$146K 0.43% 35
2026
Q1 		$1.69M Buy
13,594
+96
+0.7% +$11.4K 0.5% 30
2025
Q4 		$1.65M Sell
13,498
-457
-3% -$54.8K 0.51% 29
2025
Q3 		$1.66M Sell
13,955
-1,030
-7% -$117K 0.53% 28
2025
Q2 		$1.66M Buy
14,985
+2,707
+22% +$273K 0.61% 24
2025
Q1 		$1.15M Buy
12,278
+2,997
+32% +$313K 0.5% 29
2024
Q4 		$965K Buy
9,281
+338
+4% +$35.5K 0.39% 37
2024
Q3 		$907K Buy
8,943
+46
+0.5% +$4.51K 0.38% 39
2024
Q2 		$879K Sell
8,897
-438
-5% -$40.6K 0.39% 40
2024
Q1 		$851K Buy
9,335
+4,389
+89% +$390K 0.37% 38
2023
Q4 		$411K Buy
4,946
+15
+0.3% +$1.18K 0.21% 56
2023
Q3 		$369K Buy
4,931
+77
+2% +$6.04K 0.2% 56
2023
Q2 		$377K Buy
+4,854
New +$357K 0.19% 65
2022
Q4 		– Sell
-495
Closed -$31K – 291
2022
Q3 		$31K Buy
495
+2
+0.4% +$140 0.01% 361
2022
Q2 		$33K Buy
493
+491
+24,550% +$35.5K 0.01% 386
2022
Q1 		$0 Hold
2
– – ﹤0.01% 747
2021
Q4 		$0 Buy
+2
New +$171 ﹤0.01% 674

Other funds holding ESGV

Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Selective Wealth Management's ESGV Position: Q3 2026 in Review

Selective Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.4% in Q3 2026, selling an estimated $40.2K and leaving 12,147 shares worth $1.66M. The position accounts for 0.39% of the portfolio, ranked #35.

Selective Wealth Management first reported a position in ESGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.69M in Q1 2026. 303 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Selective Wealth Management held 12,147 shares of Vanguard ESG US Stock ETF worth $1.66M as of Q3 2026.
  • Selective Wealth Management sold 299 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $40.2K.
  • Vanguard ESG US Stock ETF made up 0.39% of Selective Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Selective Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Selective Wealth Management's Vanguard ESG US Stock ETF position peaked at $1.69M in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.