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

Synergy 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	$229K	Buy	+1,735	New	+$221K	0.17%	108

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

Synergy Financial Group's ESGV Position: Q2 2026 in Review

Synergy Financial Group opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,735 shares worth $229K. The stake represents 0.17% of the portfolio and ranks #108 among its holdings.

714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Synergy Financial Group held 1,735 shares of Vanguard ESG US Stock ETF worth $229K as of Q2 2026.
Vanguard ESG US Stock ETF was a new Synergy Financial Group position in Q2 2026.
Vanguard ESG US Stock ETF made up 0.17% of Synergy Financial Group's portfolio in Q2 2026, its #108 holding.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.