Signature Estate & Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Signature Estate & Investment 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	–	Sell	-3,238	Closed	-$363K	–	683
2026 Q1	$363K	Buy	3,238 +9	+0.3%	+$1.07K	0.01%	492
2025 Q4	$391K	Buy	3,229 +8	+0.2%	+$960	0.01%	438
2025 Q3	$382K	Buy	3,221 +7	+0.2%	+$797	0.01%	435
2025 Q2	$352K	Buy	3,214 +8	+0.2%	+$806	0.01%	424
2025 Q1	$314K	Buy	3,206 +8	+0.3%	+$836	0.01%	430
2024 Q4	$335K	Buy	3,198 +271	+9%	+$28.4K	0.01%	401
2024 Q3	$298K	Sell	2,927 -144	-5%	-$14.1K	0.01%	405
2024 Q2	$297K	Buy	+3,071	New	+$285K	0.01%	393

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

Signature Estate & Investment Advisors's ESGV Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 3,238 shares — an estimated $363K sold.

Signature Estate & Investment Advisors first reported a position in ESGV in Q2 2024 and held it in 8 quarters. The position peaked at $391K in Q4 2025. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Signature Estate & Investment Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
Signature Estate & Investment Advisors sold 3,238 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $363K.
Signature Estate & Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and held it in 8 quarters.
Signature Estate & Investment Advisors's Vanguard ESG US Stock ETF position peaked at $391K in Q4 2025.
721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.