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Strategic Investment Solutions’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Strategic Investment Solutions’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 		$1.59K Hold
12
– – ﹤0.01% 600
2026
Q1 		$1.35K Hold
12
– – ﹤0.01% 576
2025
Q4 		$1.45K Hold
12
– – ﹤0.01% 557
2025
Q3 		$1.42K Hold
12
– – ﹤0.01% 526
2025
Q2 		$1.32K Hold
12
– – ﹤0.01% 520
2025
Q1 		$1.18K Hold
12
– – ﹤0.01% 541
2024
Q4 		$1.26K Hold
12
– – ﹤0.01% 549
2024
Q3 		$1.22K Buy
+12
New +$1.18K ﹤0.01% 522

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

Strategic Investment Solutions's ESGV Position: Q2 2026 in Review

Strategic Investment Solutions held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 12 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Strategic Investment Solutions first reported a position in ESGV in Q3 2024 and has held it in 8 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Strategic Investment Solutions held 12 shares of Vanguard ESG US Stock ETF worth $1.59K as of Q2 2026.
  • Strategic Investment Solutions left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #600 holding.
  • Strategic Investment Solutions first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 8 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.