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Stratos Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stratos Wealth Partners’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 		$1.34M Buy
10,109
+256
+3% +$32.6K 0.01% 739
2026
Q1 		$1.11M Buy
9,853
+1,159
+13% +$138K 0.01% 757
2025
Q4 		$1.05M Sell
8,694
-92
-1% -$11K 0.01% 750
2025
Q3 		$1.04M Sell
8,786
-96
-1% -$10.9K 0.01% 732
2025
Q2 		$974K Buy
8,882
+422
+5% +$42.5K 0.01% 698
2025
Q1 		$829K Sell
8,460
-1,684
-17% -$176K 0.01% 728
2024
Q4 		$1.06M Sell
10,144
-516
-5% -$54.1K 0.02% 678
2024
Q3 		$1.08M Buy
10,660
+455
+4% +$44.6K 0.02% 649
2024
Q2 		$986K Sell
10,205
-2,409
-19% -$223K 0.02% 651
2024
Q1 		$1.18M Sell
12,614
-79
-0.6% -$7.03K 0.02% 593
2023
Q4 		$1.08M Sell
12,693
-1,123
-8% -$88.5K 0.02% 598
2023
Q3 		$1.04M Sell
13,816
-37
-0.3% -$2.9K 0.02% 561
2023
Q2 		$1.09M Sell
13,853
-1,106
-7% -$81.4K 0.02% 508
2023
Q1 		$1.07M Buy
14,959
+7,044
+89% +$491K 0.03% 467
2022
Q4 		$521K Buy
7,915
+284
+4% +$18.9K 0.01% 724
2022
Q3 		$480K Buy
7,631
+413
+6% +$29K 0.01% 699
2022
Q2 		$479K Buy
7,218
+3,727
+107% +$269K 0.01% 744
2022
Q1 		$283K Buy
3,491
+955
+38% +$76.8K 0.01% 1008
2021
Q4 		$223K Buy
+2,536
New +$217K ﹤0.01% 1126

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

Stratos Wealth Partners's ESGV Position: Q2 2026 in Review

Stratos Wealth Partners increased its Vanguard ESG US Stock ETF (ESGV) stake by 2.6% in Q2 2026, buying an estimated $32.6K and bringing the position to 10,109 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #739.

Stratos Wealth Partners first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Stratos Wealth Partners held 10,109 shares of Vanguard ESG US Stock ETF worth $1.34M as of Q2 2026.
  • Stratos Wealth Partners bought 256 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $32.6K.
  • Vanguard ESG US Stock ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #739 holding.
  • Stratos Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.