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

Townsend 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	$302K	Hold	2,283	–	–	0.1%	113
2026 Q1	$256K	Hold	2,283	–	–	0.09%	115
2025 Q4	$276K	Sell	2,283 -100	-4%	-$12K	0.1%	101
2025 Q3	$282K	Sell	2,383 -100	-4%	-$11.4K	0.1%	101
2025 Q2	$272K	Hold	2,483	–	–	0.1%	99
2025 Q1	$243K	Hold	2,483	–	–	0.09%	106
2024 Q4	$260K	Sell	2,483 -40	-2%	-$4.2K	0.1%	112
2024 Q3	$256K	Hold	2,523	–	–	0.1%	120
2024 Q2	$244K	Hold	2,523	–	–	0.09%	120
2024 Q1	$235K	Hold	2,523	–	–	0.09%	126
2023 Q4	$215K	Buy	+2,523	New	+$199K	0.1%	119
2022 Q2	–	Sell	-2,523	Closed	-$205K	–	216
2022 Q1	$205K	Hold	2,523	–	–	0.1%	143
2021 Q4	$222K	Sell	2,523 -27	-1%	-$2.31K	0.11%	139
2021 Q3	$204K	Hold	2,550	–	–	0.11%	138
2021 Q2	$204K	Buy	+2,550	New	+$198K	0.11%	138

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

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

Townsend Asset Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 2,283 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #113.

Townsend Asset Management first reported a position in ESGV in Q2 2021 and has held it in 15 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Townsend Asset Management held 2,283 shares of Vanguard ESG US Stock ETF worth $302K as of Q2 2026.
Townsend Asset Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.1% of Townsend Asset Management's portfolio in Q2 2026, its #113 holding.
Townsend Asset Management first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 15 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.