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Stanich Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stanich 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 		$72.9M Buy
551,409
+23,788
+5% +$3.03M 45.91% 1
2026
Q1 		$59.2M Buy
527,621
+19,498
+4% +$2.32M 45.15% 1
2025
Q4 		$61.5M Buy
508,123
+14,688
+3% +$1.76M 46.35% 1
2025
Q3 		$58.4M Buy
493,435
+4,127
+0.8% +$470K 35.78% 1
2025
Q2 		$54.1M Sell
489,308
-53,430
-10% -$5.39M 48.49% 1
2025
Q1 		$53.2M Buy
542,738
+28,910
+6% +$3.02M 39.31% 1
2024
Q4 		$53.9M Buy
+513,828
New +$53.9M 40.27% 1

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
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stanich Group's ESGV Position: Q2 2026 in Review

Stanich Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 4.5% in Q2 2026, buying an estimated $3.03M and bringing the position to 551,409 shares worth $72.9M. The position accounts for 45.91% of the portfolio, ranked #1.

Stanich Group first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Stanich Group held 551,409 shares of Vanguard ESG US Stock ETF worth $72.9M as of Q2 2026.
  • Stanich Group bought 23,788 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $3.03M.
  • Vanguard ESG US Stock ETF made up 45.91% of Stanich Group's portfolio in Q2 2026, its #1 holding.
  • Stanich Group first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.