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

Stonehage Fleming 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	$440K	Hold	3,328	–	–	0.02%	123
2026 Q1	$374K	Hold	3,328	–	–	0.01%	132
2025 Q4	$403K	Hold	3,328	–	–	0.01%	110
2025 Q3	$394K	Hold	3,328	–	–	0.01%	116
2025 Q2	$365K	Hold	3,328	–	–	0.01%	122
2025 Q1	$326K	Hold	3,328	–	–	0.01%	105
2024 Q4	$349K	Hold	3,328	–	–	0.01%	118
2024 Q3	$338K	Hold	3,328	–	–	0.01%	117
2024 Q2	$322K	Buy	+3,328	New	+$308K	0.01%	115
2024 Q1	–	Sell	-3,300	Closed	-$281K	–	204
2023 Q4	$281K	Buy	+3,300	New	+$260K	0.01%	116

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

Stonehage Fleming Financial Services's ESGV Position: Q2 2026 in Review

Stonehage Fleming Financial Services held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 3,328 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #123.

Stonehage Fleming Financial Services first reported a position in ESGV in Q4 2023 and has held it in 10 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Stonehage Fleming Financial Services held 3,328 shares of Vanguard ESG US Stock ETF worth $440K as of Q2 2026.
Stonehage Fleming Financial Services left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.02% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #123 holding.
Stonehage Fleming Financial Services first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 10 quarters since.
715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.