SG
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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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $133M AUM 28.4% 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. 135 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.
  • 135 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.