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Sowell Financial Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sowell Financial 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 		$309K Sell
2,333
-50
-2% -$6.38K 0.01% 864
2026
Q1 		$268K Sell
2,383
-67
-3% -$7.96K 0.01% 879
2025
Q4 		$296K Sell
2,450
-329
-12% -$39.5K 0.01% 837
2025
Q3 		$329K Sell
2,779
-87
-3% -$9.9K 0.01% 779
2025
Q2 		$314K Sell
2,866
-154
-5% -$15.5K 0.01% 763
2025
Q1 		$296K Buy
+3,020
New +$316K 0.01% 774
2023
Q2 		– Sell
-24,750
Closed -$1.77M – 634
2023
Q1 		$1.77M Buy
+24,750
New +$1.72M 0.14% 178
2022
Q1 		– Sell
-19,071
Closed -$1.68M – 252
2021
Q4 		$1.68M Buy
+19,071
New +$1.63M 0.1% 234
2021
Q2 		– Sell
-20,044
Closed -$1.55M – 1171
2021
Q1 		$1.55M Buy
20,044
+2,130
+12% +$154K 0.05% 297
2020
Q4 		$1.26M Sell
17,914
-778
-4% -$51.3K 0.05% 282
2020
Q3 		$1.16M Sell
18,692
-331
-2% -$20.1K 0.06% 264
2020
Q2 		$1.07M Buy
19,023
+10,428
+121% +$548K 0.06% 257
2020
Q1 		$394K Buy
8,595
+3,071
+56% +$166K 0.03% 462
2019
Q4 		$312K Buy
5,524
+2,604
+89% +$141K 0.02% 585
2019
Q3 		$152K Buy
+2,920
New +$151K 0.01% 714

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

Sowell Financial Services's ESGV Position: Q2 2026 in Review

Sowell Financial Services reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.1% in Q2 2026, selling an estimated $6.38K and leaving 2,333 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #864.

Sowell Financial Services first reported a position in ESGV in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.77M in Q1 2023. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Sowell Financial Services held 2,333 shares of Vanguard ESG US Stock ETF worth $309K as of Q2 2026.
  • Sowell Financial Services sold 50 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $6.38K.
  • Vanguard ESG US Stock ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #864 holding.
  • Sowell Financial Services first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 15 quarters since.
  • Sowell Financial Services's Vanguard ESG US Stock ETF position peaked at $1.77M in Q1 2023.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.