Silver Oak Wealth Advisors Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Silver Oak Wealth Advisors Services’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	$19.2M	Sell	145,129 -2,968	-2%	-$378K	11.49%	3
2026 Q1	$16.6M	Buy	148,097 +483	+0.3%	+$57.4K	10.8%	3
2025 Q4	$17.9M	Sell	147,614 -1,445	-1%	-$173K	11.52%	3
2025 Q3	$17.7M	Buy	149,059 +193	+0.1%	+$22K	11.63%	3
2025 Q2	$16.3M	Sell	148,866 -28,225	-16%	-$2.85M	11.76%	3
2025 Q1	$17.3M	Buy	177,091 +720	+0.4%	+$75.3K	15.47%	1
2024 Q4	$18.5M	Buy	+176,371	New	+$18.5M	16%	1

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

Silver Oak Wealth Advisors Services's ESGV Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2% in Q2 2026, selling an estimated $378K and leaving 145,129 shares worth $19.2M. The position accounts for 11.49% of the portfolio, ranked #3.

Silver Oak Wealth Advisors Services first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Silver Oak Wealth Advisors Services held 145,129 shares of Vanguard ESG US Stock ETF worth $19.2M as of Q2 2026.
Silver Oak Wealth Advisors Services sold 2,968 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $378K.
Vanguard ESG US Stock ETF made up 11.49% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #3 holding.
Silver Oak Wealth Advisors Services first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.