Sound View Wealth Advisors Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sound View Wealth Advisors 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	$339K	Sell	2,567 -79	-3%	-$10.1K	0.02%	338
2026 Q1	$297K	Sell	2,646 -5	-0.2%	-$594	0.02%	340
2025 Q4	$321K	Hold	2,651	–	–	0.02%	345
2025 Q3	$314K	Hold	2,651	–	–	0.02%	349
2025 Q2	$291K	Hold	2,651	–	–	0.02%	352
2025 Q1	$260K	Sell	2,651 -579	-18%	-$60.5K	0.02%	355
2024 Q4	$339K	Buy	3,230 +27	+0.8%	+$2.83K	0.03%	320
2024 Q3	$326K	Buy	+3,203	New	+$314K	0.03%	321

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

Sound View Wealth Advisors Group's ESGV Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3% in Q2 2026, selling an estimated $10.1K and leaving 2,567 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #338.

Sound View Wealth Advisors Group first reported a position in ESGV in Q3 2024 and has held it in 8 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Sound View Wealth Advisors Group held 2,567 shares of Vanguard ESG US Stock ETF worth $339K as of Q2 2026.
Sound View Wealth Advisors Group sold 79 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $10.1K.
Vanguard ESG US Stock ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #338 holding.
Sound View Wealth Advisors Group first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 8 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.