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Steward Partners Investment Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Steward Partners Investment Advisory’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 		$831K Buy
6,283
+482
+8% +$61.5K ﹤0.01% 1409
2026
Q1 		$651K Buy
5,801
+1,093
+23% +$130K ﹤0.01% 1380
2025
Q4 		$570K Sell
4,708
-112
-2% -$13.4K ﹤0.01% 1346
2025
Q3 		$571K Buy
4,820
+71
+1% +$8.08K ﹤0.01% 1300
2025
Q2 		$521K Sell
4,749
-106
-2% -$10.7K ﹤0.01% 1279
2025
Q1 		$476K Buy
4,855
+424
+10% +$44.3K ﹤0.01% 1245
2024
Q4 		$465K Sell
4,431
-2,796
-39% -$293K ﹤0.01% 1201
2024
Q3 		$735K Buy
7,227
+3,021
+72% +$296K 0.01% 960
2024
Q2 		$406K Buy
4,206
+545
+15% +$50.5K ﹤0.01% 1147
2024
Q1 		$341K Buy
3,661
+2
+0.1% +$178 ﹤0.01% 1210
2023
Q4 		$311K Sell
3,659
-131
-3% -$10.3K ﹤0.01% 1204
2023
Q3 		$285K Buy
3,790
+3
+0.1% +$235 ﹤0.01% 1134
2023
Q2 		$297K Buy
3,787
+99
+3% +$7.29K ﹤0.01% 1130
2023
Q1 		$264K Buy
3,688
+2
+0.1% +$139 ﹤0.01% 1164
2022
Q4 		$243K Sell
3,686
-6,717
-65% -$448K ﹤0.01% 1168
2022
Q3 		$654K Buy
10,403
+6,723
+183% +$472K 0.01% 768
2022
Q2 		$244K Buy
3,680
+23
+0.6% +$1.66K ﹤0.01% 1125
2022
Q1 		$296K Buy
3,657
+444
+14% +$35.7K ﹤0.01% 1144
2021
Q4 		$282K Buy
3,213
+2
+0.1% +$171 ﹤0.01% 1168
2021
Q3 		$257K Buy
3,211
+493
+18% +$40.6K ﹤0.01% 1164
2021
Q2 		$217K Sell
2,718
-3,134
-54% -$243K ﹤0.01% 1475
2021
Q1 		$432K Buy
5,852
+3,459
+145% +$250K 0.01% 941
2020
Q4 		$168K Buy
2,393
+276
+13% +$18.2K ﹤0.01% 1142
2020
Q3 		$131K Sell
2,117
-35,981
-94% -$2.19M ﹤0.01% 1111
2020
Q2 		$2.15M Buy
+38,098
New +$2M 0.06% 296

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

Steward Partners Investment Advisory's ESGV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard ESG US Stock ETF (ESGV) stake by 8.3% in Q2 2026, buying an estimated $61.5K and bringing the position to 6,283 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Steward Partners Investment Advisory first reported a position in ESGV in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.15M in Q2 2020. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Steward Partners Investment Advisory held 6,283 shares of Vanguard ESG US Stock ETF worth $831K as of Q2 2026.
  • Steward Partners Investment Advisory bought 482 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $61.5K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1409 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's Vanguard ESG US Stock ETF position peaked at $2.15M in Q2 2020.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.