SWM
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
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

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Selective Wealth Management's ESGV Position: Q2 2026 in Review

Selective Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 8.4% in Q2 2026, selling an estimated $146K and leaving 12,446 shares worth $1.64M. The position accounts for 0.43% of the portfolio, ranked #35.

Selective Wealth Management first reported a position in ESGV in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.69M in Q1 2026. 312 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Selective Wealth Management held 12,446 shares of Vanguard ESG US Stock ETF worth $1.64M as of Q2 2026.
  • Selective Wealth Management sold 1,148 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $146K.
  • Vanguard ESG US Stock ETF made up 0.43% of Selective Wealth Management's portfolio in Q2 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 17 quarters since.
  • Selective Wealth Management's Vanguard ESG US Stock ETF position peaked at $1.69M in Q1 2026.
  • 312 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.