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

Tradition 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 		$984K Sell
7,440
-275
-4% -$35.1K 0.06% 218
2026
Q1 		$866K Buy
7,715
+56
+0.7% +$6.65K 0.06% 214
2025
Q4 		$926K Sell
7,659
-74
-1% -$8.88K 0.07% 198
2025
Q3 		$916K Sell
7,733
-28
-0.4% -$3.19K 0.07% 197
2025
Q2 		$851K Sell
7,761
-80
-1% -$8.06K 0.07% 199
2025
Q1 		$768K Sell
7,841
-11,913
-60% -$1.25M 0.07% 195
2024
Q4 		$2.07M Buy
19,754
+4,541
+30% +$476K 0.18% 108
2024
Q3 		$1.55M Buy
15,213
+32
+0.2% +$3.14K 0.14% 130
2024
Q2 		$1.47M Buy
15,181
+6,009
+66% +$557K 0.14% 126
2024
Q1 		$855K Buy
9,172
+3,843
+72% +$342K 0.09% 160
2023
Q4 		$453K Sell
5,329
-7
-0.1% -$552 0.05% 211
2023
Q3 		$401K Buy
5,336
+56
+1% +$4.39K 0.05% 211
2023
Q2 		$414K Sell
5,280
-1,537
-23% -$113K 0.05% 202
2023
Q1 		$489K Buy
6,817
+402
+6% +$28K 0.06% 174
2022
Q4 		$422K Buy
6,415
+637
+11% +$42.5K 0.06% 179
2022
Q3 		$363K Buy
5,778
+105
+2% +$7.37K 0.05% 188
2022
Q2 		$377K Buy
5,673
+241
+4% +$17.4K 0.05% 187
2022
Q1 		$440K Buy
5,432
+920
+20% +$74K 0.06% 206
2021
Q4 		$397K Buy
4,512
+3,725
+473% +$318K 0.05% 208
2021
Q3 		$63K Buy
787
+188
+31% +$15.5K 0.01% 449
2021
Q2 		$48K Buy
+599
New +$46.5K 0.01% 539

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Tradition Wealth Management's ESGV Position: Q2 2026 in Review

Tradition Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.6% in Q2 2026, selling an estimated $35.1K and leaving 7,440 shares worth $984K. The position accounts for 0.06% of the portfolio, ranked #218.

Tradition Wealth Management first reported a position in ESGV in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.07M in Q4 2024. 719 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Tradition Wealth Management held 7,440 shares of Vanguard ESG US Stock ETF worth $984K as of Q2 2026.
  • Tradition Wealth Management sold 275 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $35.1K.
  • Vanguard ESG US Stock ETF made up 0.06% of Tradition Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Tradition Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 21 quarters since.
  • Tradition Wealth Management's Vanguard ESG US Stock ETF position peaked at $2.07M in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.