Sequoia Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sequoia Financial 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	$2.73M	Sell	20,671 -3,991	-16%	-$509K	0.01%	508
2026 Q1	$2.77M	Buy	24,662 +74	+0.3%	+$8.79K	0.02%	487
2025 Q4	$2.97M	Sell	24,588 -548	-2%	-$65.7K	0.02%	454
2025 Q3	$2.98M	Buy	+25,136	New	+$2.86M	0.02%	420
2025 Q2	–	Sell	-4,365	Closed	-$428K	–	1605
2025 Q1	$428K	Buy	+4,365	New	+$456K	﹤0.01%	915

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Sequoia Financial Advisors's ESGV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 16% in Q2 2026, selling an estimated $509K and leaving 20,671 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #508.

Sequoia Financial Advisors first reported a position in ESGV in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.98M in Q3 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Sequoia Financial Advisors held 20,671 shares of Vanguard ESG US Stock ETF worth $2.73M as of Q2 2026.
Sequoia Financial Advisors sold 3,991 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $509K.
Vanguard ESG US Stock ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #508 holding.
Sequoia Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2025 and has held it in 5 quarters since.
Sequoia Financial Advisors's Vanguard ESG US Stock ETF position peaked at $2.98M in Q3 2025.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.