SMFG
ESGV icon

Sumitomo Mitsui Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sumitomo Mitsui Financial 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 		$124K Hold
938
– – ﹤0.01% 170
2026
Q1 		$105K Hold
938
– – ﹤0.01% 155
2025
Q4 		$113K Hold
938
– – ﹤0.01% 140
2025
Q3 		$111K Hold
938
– – ﹤0.01% 127
2025
Q2 		$103K Hold
938
– – ﹤0.01% 158
2025
Q1 		$90.5K Hold
938
– – ﹤0.01% 138
2024
Q4 		$98.6K Hold
938
– – ﹤0.01% 127
2024
Q3 		$94.8K Hold
938
– – ﹤0.01% 139
2024
Q2 		$90.8K Hold
938
– – ﹤0.01% 140
2024
Q1 		$87.4K Sell
938
-869
-48% -$77.3K ﹤0.01% 142
2023
Q4 		$154K Hold
1,807
– – ﹤0.01% 126
2023
Q3 		$136K Hold
1,807
– – ﹤0.01% 125
2023
Q2 		$142K Sell
1,807
-54
-3% -$3.98K ﹤0.01% 133
2023
Q1 		$134K Hold
1,861
– – ﹤0.01% 135
2022
Q4 		$122K Sell
1,861
-171
-8% -$11.4K ﹤0.01% 141
2022
Q3 		$128K Sell
2,032
-1,928
-49% -$135K 0.01% 160
2022
Q2 		$262K Sell
3,960
-629
-14% -$45.4K 0.01% 163
2022
Q1 		$372K Sell
4,589
-323
-7% -$26K 0.01% 146
2021
Q4 		$432K Buy
4,912
+1,823
+59% +$156K 0.01% 140
2021
Q3 		$250K Buy
+3,089
New +$254K 0.01% 154

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

Sumitomo Mitsui Financial Group's ESGV Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 938 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Sumitomo Mitsui Financial Group first reported a position in ESGV in Q3 2021 and has held it in 20 quarters since. The position peaked at $432K in Q4 2021. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 938 shares of Vanguard ESG US Stock ETF worth $124K as of Q2 2026.
  • Sumitomo Mitsui Financial Group left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #170 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 20 quarters since.
  • Sumitomo Mitsui Financial Group's Vanguard ESG US Stock ETF position peaked at $432K in Q4 2021.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.