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
Q3 		$3.41M Sell
24,917
-341
-1% -$45.9K 0.63% 18
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 $207M AUM 17.01% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $187M AUM 11.39% 1-Year Est. Return

The Wealth Group's ESGV Position: Q3 2026 in Review

The Wealth Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.4% in Q3 2026, selling an estimated $45.9K and leaving 24,917 shares worth $3.41M. The position accounts for 0.63% of the portfolio, ranked #18.

The Wealth Group first reported a position in ESGV in Q4 2023 and has held it in 12 quarters since. 146 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • The Wealth Group held 24,917 shares of Vanguard ESG US Stock ETF worth $3.41M as of Q3 2026.
  • The Wealth Group sold 341 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $45.9K.
  • Vanguard ESG US Stock ETF made up 0.63% of The Wealth Group's portfolio in Q3 2026, its #18 holding.
  • The Wealth Group first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • 146 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.