SOAG
ESGV icon

Silver Oak Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Silver Oak Advisory 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 		$1.93M Sell
14,599
-427
-3% -$54.4K 0.76% 21
2026
Q1 		$1.69M Buy
15,026
+1,542
+11% +$183K 0.73% 20
2025
Q4 		$1.63M Buy
13,484
+70
+0.5% +$8.4K 0.74% 23
2025
Q3 		$1.59M Sell
13,414
-78
-0.6% -$8.88K 0.72% 23
2025
Q2 		$1.48M Buy
13,492
+3,507
+35% +$354K 0.72% 23
2025
Q1 		$978K Buy
9,985
+391
+4% +$40.9K 0.52% 26
2024
Q4 		$1.01M Sell
9,594
-276
-3% -$29K 0.53% 26
2024
Q3 		$1M Sell
9,870
-49
-0.5% -$4.8K 0.51% 25
2024
Q2 		$958K Sell
9,919
-125
-1% -$11.6K 0.53% 25
2024
Q1 		$937K Sell
10,044
-56
-0.6% -$4.98K 0.53% 26
2023
Q4 		$859K Buy
10,100
+2,514
+33% +$198K 0.5% 26
2023
Q3 		$570K Buy
7,586
+197
+3% +$15.5K 0.37% 29
2023
Q2 		$578K Buy
7,389
+3
+0% +$221 0.38% 27
2023
Q1 		$529K Buy
7,386
+3
+0% +$209 0.36% 28
2022
Q4 		$486K Sell
7,383
-567
-7% -$37.8K 0.34% 30
2022
Q3 		$500K Buy
7,950
+4,348
+121% +$305K 0.37% 30
2022
Q2 		$239K Hold
3,602
– – 0.17% 48
2022
Q1 		$292K Hold
3,602
– – 0.19% 44
2021
Q4 		$317K Buy
+3,602
New +$308K 0.2% 40

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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 Oak Advisory Group's ESGV Position: Q2 2026 in Review

Silver Oak Advisory Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.8% in Q2 2026, selling an estimated $54.4K and leaving 14,599 shares worth $1.93M. The position accounts for 0.76% of the portfolio, ranked #21.

Silver Oak Advisory Group first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Silver Oak Advisory Group held 14,599 shares of Vanguard ESG US Stock ETF worth $1.93M as of Q2 2026.
  • Silver Oak Advisory Group sold 427 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $54.4K.
  • Vanguard ESG US Stock ETF made up 0.76% of Silver Oak Advisory Group's portfolio in Q2 2026, its #21 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.