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Towerpoint Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Towerpoint Wealth’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 		$1.66M Buy
12,586
+43
+0.3% +$5.48K 0.58% 34
2026
Q1 		$1.41M Sell
12,543
-59
-0.5% -$7.01K 0.57% 34
2025
Q4 		$1.52M Buy
12,602
+6,221
+97% +$746K 0.6% 34
2025
Q3 		$756K Buy
6,381
+742
+13% +$84.5K 0.31% 51
2025
Q2 		$618K Buy
5,639
+122
+2% +$12.3K 0.27% 51
2025
Q1 		$540K Buy
5,517
+2,378
+76% +$249K 0.27% 48
2024
Q4 		$329K Buy
3,139
+760
+32% +$79.7K 0.16% 60
2024
Q3 		$242K Sell
2,379
-195
-8% -$19.1K 0.11% 75
2024
Q2 		$249K Buy
2,574
+5
+0.2% +$463 0.12% 70
2024
Q1 		$239K Sell
2,569
-474
-16% -$42.1K 0.12% 69
2023
Q4 		$259K Buy
3,043
+7
+0.2% +$552 0.14% 67
2023
Q3 		$228K Buy
+3,036
New +$238K 0.14% 70

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Towerpoint Wealth's ESGV Position: Q2 2026 in Review

Towerpoint Wealth increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.34% in Q2 2026, buying an estimated $5.48K and bringing the position to 12,586 shares worth $1.66M. The position accounts for 0.58% of the portfolio, ranked #34.

Towerpoint Wealth first reported a position in ESGV in Q3 2023 and has held it in 12 quarters since. 191 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Towerpoint Wealth held 12,586 shares of Vanguard ESG US Stock ETF worth $1.66M as of Q2 2026.
  • Towerpoint Wealth bought 43 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $5.48K.
  • Vanguard ESG US Stock ETF made up 0.58% of Towerpoint Wealth's portfolio in Q2 2026, its #34 holding.
  • Towerpoint Wealth first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 12 quarters since.
  • 191 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.