Tower View Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Tower View Wealth 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	$5.55K	Hold	42	–	–	﹤0.01%	177
2026 Q1	$4.7K	Hold	42	–	–	﹤0.01%	179
2025 Q4	$5.05K	Hold	42	–	–	﹤0.01%	158
2025 Q3	$4.93K	Hold	42	–	–	﹤0.01%	151
2025 Q2	$4.56K	Buy	42 +1	+2%	+$101	﹤0.01%	173
2025 Q1	$4.06K	Hold	41	–	–	﹤0.01%	164
2024 Q4	$4.34K	Hold	41	–	–	﹤0.01%	161
2024 Q3	$4.19K	Hold	41	–	–	﹤0.01%	167
2024 Q2	$3.97K	Buy	+41	New	+$3.8K	﹤0.01%	161

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

Tower View Wealth Management's ESGV Position: Q2 2026 in Review

Tower View Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 42 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Tower View Wealth Management first reported a position in ESGV in Q2 2024 and has held it in 9 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Tower View Wealth Management held 42 shares of Vanguard ESG US Stock ETF worth $5.55K as of Q2 2026.
Tower View Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #177 holding.
Tower View Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 9 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.