SGFG
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Silver Grove Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Silver Grove Financial Group’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 		$24.7K Hold
187
– – 0.01% 564
2026
Q1 		$21K Buy
+187
New +$22.2K 0.02% 250

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Morgan Stanley
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Creative Planning
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VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Silver Grove Financial Group's ESGV Position: Q2 2026 in Review

Silver Grove Financial Group held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 187 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #564.

Silver Grove Financial Group first reported a position in ESGV in Q1 2026 and has held it in 2 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Silver Grove Financial Group held 187 shares of Vanguard ESG US Stock ETF worth $24.7K as of Q2 2026.
  • Silver Grove Financial Group left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #564 holding.
  • Silver Grove Financial Group first reported a position in Vanguard ESG US Stock ETF in Q1 2026 and has held it in 2 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.