Sherman Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sherman Asset 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	$724K	Hold	5,478	–	–	0.56%	30
2026 Q1	$615K	Buy	5,478 +25	+0.5%	+$2.97K	0.57%	28
2025 Q4	$660K	Buy	5,453 +2,253	+70%	+$270K	0.56%	34
2025 Q3	$379K	Hold	3,200	–	–	0.33%	37
2025 Q2	$351K	Buy	+3,200	New	+$323K	0.31%	41

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

Sherman Asset Management's ESGV Position: Q2 2026 in Review

Sherman Asset Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 5,478 shares worth $724K. The position accounts for 0.56% of the portfolio, ranked #30.

Sherman Asset Management first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Sherman Asset Management held 5,478 shares of Vanguard ESG US Stock ETF worth $724K as of Q2 2026.
Sherman Asset Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.56% of Sherman Asset Management's portfolio in Q2 2026, its #30 holding.
Sherman Asset Management first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.