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Sonoma Private Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sonoma Private Wealth’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 		$804K Buy
6,077
+1,575
+35% +$201K 0.86% 40
2026
Q1 		$505K Buy
4,502
+1,994
+80% +$237K 0.62% 44
2025
Q4 		$303K Hold
2,508
– – 0.37% 60
2025
Q3 		$297K Sell
2,508
-340
-12% -$38.7K 0.35% 58
2025
Q2 		$312K Hold
2,848
– – 0.38% 59
2025
Q1 		$279K Sell
2,848
-123
-4% -$12.9K 0.39% 60
2024
Q4 		$312K Hold
2,971
– – 0.5% 62
2024
Q3 		$302K Hold
2,971
– – 0.47% 74
2024
Q2 		$287K Buy
2,971
+1
+0% +$93 0.47% 68
2024
Q1 		$277K Buy
2,970
+59
+2% +$5.25K 0.45% 74
2023
Q4 		$248K Sell
2,911
-96
-3% -$7.57K 0.41% 69
2023
Q3 		$226K Hold
3,007
– – 0.41% 69
2023
Q2 		$236K Buy
3,007
+62
+2% +$4.57K 0.41% 72
2023
Q1 		$211K Buy
+2,945
New +$205K 0.42% 66

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

Sonoma Private Wealth's ESGV Position: Q2 2026 in Review

Sonoma Private Wealth increased its Vanguard ESG US Stock ETF (ESGV) stake by 35% in Q2 2026, buying an estimated $201K and bringing the position to 6,077 shares worth $804K. The position accounts for 0.86% of the portfolio, ranked #40.

Sonoma Private Wealth first reported a position in ESGV in Q1 2023 and has held it in 14 quarters since. 717 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Sonoma Private Wealth held 6,077 shares of Vanguard ESG US Stock ETF worth $804K as of Q2 2026.
  • Sonoma Private Wealth bought 1,575 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $201K.
  • Vanguard ESG US Stock ETF made up 0.86% of Sonoma Private Wealth's portfolio in Q2 2026, its #40 holding.
  • Sonoma Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 14 quarters since.
  • 717 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.