TWG
ESGV icon

The Wealth Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

The Wealth 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 		$3.34M Buy
25,258
+139
+0.6% +$17.7K 0.64% 17
2026
Q1 		$2.82M Buy
25,119
+973
+4% +$116K 0.64% 18
2025
Q4 		$2.92M Buy
24,146
+186
+0.8% +$22.3K 0.65% 17
2025
Q3 		$2.84M Sell
23,960
-2,071
-8% -$236K 0.66% 20
2025
Q2 		$2.85M Sell
26,031
-2,148
-8% -$217K 0.73% 19
2025
Q1 		$2.76M Buy
28,179
+8
+0% +$836 0.81% 16
2024
Q4 		$2.95M Buy
28,171
+976
+4% +$102K 0.85% 15
2024
Q3 		$2.76M Buy
27,195
+2,155
+9% +$211K 0.8% 17
2024
Q2 		$2.42M Buy
25,040
+6,785
+37% +$629K 0.73% 18
2024
Q1 		$2.09M Sell
18,255
-6,481
-26% -$576K 0.64% 19
2023
Q4 		$2.18M Buy
+24,736
New +$1.95M 0.72% 20

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

The Wealth Group's ESGV Position: Q2 2026 in Review

The Wealth Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.55% in Q2 2026, buying an estimated $17.7K and bringing the position to 25,258 shares worth $3.34M. The position accounts for 0.64% of the portfolio, ranked #17.

The Wealth Group first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 132 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • The Wealth Group held 25,258 shares of Vanguard ESG US Stock ETF worth $3.34M as of Q2 2026.
  • The Wealth Group bought 139 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $17.7K.
  • Vanguard ESG US Stock ETF made up 0.64% of The Wealth Group's portfolio in Q2 2026, its #17 holding.
  • The Wealth Group first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 132 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.