TI
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Truepoint Inc’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Truepoint Inc’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 		$739K Sell
5,590
-1,508
-21% -$192K 0.02% 91
2026
Q1 		$797K Buy
7,098
+37
+0.5% +$4.39K 0.02% 82
2025
Q4 		$854K Buy
7,061
+17
+0.2% +$2.04K 0.02% 81
2025
Q3 		$834K Sell
7,044
-4,075
-37% -$464K 0.02% 77
2025
Q2 		$1.22M Buy
11,119
+546
+5% +$55K 0.03% 65
2025
Q1 		$1.04M Buy
10,573
+1,917
+22% +$200K 0.03% 68
2024
Q4 		$908K Hold
8,656
– – 0.02% 69
2024
Q3 		$880K Buy
8,656
+24
+0.3% +$2.35K 0.02% 68
2024
Q2 		$834K Sell
8,632
-211
-2% -$19.6K 0.02% 65
2024
Q1 		$824K Sell
8,843
-734
-8% -$65.3K 0.02% 64
2023
Q4 		$815K Sell
9,577
-626
-6% -$49.3K 0.02% 94
2023
Q3 		$767K Buy
10,203
+6
+0.1% +$471 0.02% 89
2023
Q2 		$799K Buy
10,197
+50
+0.5% +$3.68K 0.03% 77
2023
Q1 		$728K Buy
10,147
+643
+7% +$44.8K 0.03% 79
2022
Q4 		$626K Buy
9,504
+2,512
+36% +$168K 0.02% 85
2022
Q3 		$440K Buy
+6,992
New +$491K 0.02% 91

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

Truepoint Inc's ESGV Position: Q2 2026 in Review

Truepoint Inc reduced its Vanguard ESG US Stock ETF (ESGV) stake by 21% in Q2 2026, selling an estimated $192K and leaving 5,590 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #91.

Truepoint Inc first reported a position in ESGV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q2 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Truepoint Inc held 5,590 shares of Vanguard ESG US Stock ETF worth $739K as of Q2 2026.
  • Truepoint Inc sold 1,508 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $192K.
  • Vanguard ESG US Stock ETF made up 0.02% of Truepoint Inc's portfolio in Q2 2026, its #91 holding.
  • Truepoint Inc first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 16 quarters since.
  • Truepoint Inc's Vanguard ESG US Stock ETF position peaked at $1.22M in Q2 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.