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Skyline Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Skyline 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 		$2.03M Sell
15,342
-1,076
-7% -$137K 0.64% 33
2026
Q1 		$1.84M Sell
16,418
-92
-0.6% -$10.9K 0.64% 33
2025
Q4 		$2M Sell
16,510
-129
-0.8% -$15.5K 0.67% 22
2025
Q3 		$1.97M Sell
16,639
-1,237
-7% -$141K 0.68% 21
2025
Q2 		$1.96M Sell
17,876
-1,315
-7% -$133K 0.72% 22
2025
Q1 		$1.88M Sell
19,191
-6,541
-25% -$684K 0.74% 22
2024
Q4 		$2.7M Sell
25,732
-94,945
-79% -$9.96M 1.05% 17
2024
Q3 		$12.3M Sell
120,677
-2,089
-2% -$205K 5.05% 7
2024
Q2 		$11.9M Buy
122,766
+428
+0.3% +$39.7K 5.16% 7
2024
Q1 		$11.4M Sell
122,338
-758
-0.6% -$67.4K 5.1% 7
2023
Q4 		$10.5M Buy
+123,096
New +$9.7M 5% 7

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

Skyline Advisors's ESGV Position: Q2 2026 in Review

Skyline Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.6% in Q2 2026, selling an estimated $137K and leaving 15,342 shares worth $2.03M. The position accounts for 0.64% of the portfolio, ranked #33.

Skyline Advisors first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q3 2024. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Skyline Advisors held 15,342 shares of Vanguard ESG US Stock ETF worth $2.03M as of Q2 2026.
  • Skyline Advisors sold 1,076 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $137K.
  • Vanguard ESG US Stock ETF made up 0.64% of Skyline Advisors's portfolio in Q2 2026, its #33 holding.
  • Skyline Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • Skyline Advisors's Vanguard ESG US Stock ETF position peaked at $12.3M in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.