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Sound Income Strategies’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sound Income Strategies’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 		– Sell
-1,124
Closed -$127K – 1041
2026
Q1 		$127K Hold
1,124
– – 0.01% 528
2025
Q4 		$137K Buy
1,124
+100
+10% +$12K 0.01% 503
2025
Q3 		$122K Buy
1,024
+224
+28% +$25.5K 0.01% 373
2025
Q2 		$87.7K Buy
+800
New +$80.6K 0.01% 403

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Sound Income Strategies's ESGV Position: Q2 2026 in Review

Sound Income Strategies sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 1,124 shares — an estimated $127K sold.

Sound Income Strategies first reported a position in ESGV in Q2 2025 and held it in 4 quarters. The position peaked at $137K in Q4 2025. 595 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Sound Income Strategies reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,124 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $127K.
  • Sound Income Strategies first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and held it in 4 quarters.
  • Sound Income Strategies's Vanguard ESG US Stock ETF position peaked at $137K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.