Tocqueville Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Tocqueville Asset Management’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	$354K	Hold	2,680	–	–	﹤0.01%	475
2026 Q1	$301K	Hold	2,680	–	–	﹤0.01%	488
2025 Q4	$324K	Hold	2,680	–	–	﹤0.01%	505
2025 Q3	$317K	Hold	2,680	–	–	﹤0.01%	486
2025 Q2	$294K	Hold	2,680	–	–	﹤0.01%	476
2025 Q1	$263K	Hold	2,680	–	–	﹤0.01%	469
2024 Q4	$281K	Hold	2,680	–	–	﹤0.01%	488
2024 Q3	$272K	Sell	2,680 -600	-18%	-$58.8K	﹤0.01%	466
2024 Q2	$317K	Hold	3,280	–	–	0.01%	453
2024 Q1	$306K	Hold	3,280	–	–	0.01%	450
2023 Q4	$279K	Hold	3,280	–	–	0.01%	453
2023 Q3	$247K	Hold	3,280	–	–	﹤0.01%	464
2023 Q2	$257K	Hold	3,280	–	–	﹤0.01%	472
2023 Q1	$235K	Hold	3,280	–	–	﹤0.01%	479
2022 Q4	$216K	Hold	3,280	–	–	﹤0.01%	536
2022 Q3	$206K	Hold	3,280	–	–	﹤0.01%	565
2022 Q2	$218K	Hold	3,280	–	–	﹤0.01%	616
2022 Q1	$266K	Hold	3,280	–	–	﹤0.01%	635
2021 Q4	$288K	Hold	3,280	–	–	﹤0.01%	649
2021 Q3	$263K	Buy	+3,280	New	+$270K	﹤0.01%	656

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

Tocqueville Asset Management's ESGV Position: Q2 2026 in Review

Tocqueville Asset Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,680 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Tocqueville Asset Management first reported a position in ESGV in Q3 2021 and has held it in 20 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Tocqueville Asset Management held 2,680 shares of Vanguard ESG US Stock ETF worth $354K as of Q2 2026.
Tocqueville Asset Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Tocqueville Asset Management's portfolio in Q2 2026, its #475 holding.
Tocqueville Asset Management first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 20 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.