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Valeo Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Valeo Financial Advisors’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 		$406K Hold
3,068
– – 0.01% 520
2026
Q1 		$344K Sell
3,068
-1,506
-33% -$179K 0.01% 499
2025
Q4 		$553K Sell
4,574
-333
-7% -$39.9K 0.01% 435
2025
Q3 		$581K Sell
4,907
-130
-3% -$14.8K 0.01% 431
2025
Q2 		$552K Hold
5,037
– – 0.01% 428
2025
Q1 		$493K Buy
5,037
+1,026
+26% +$107K 0.01% 418
2024
Q4 		$421K Hold
4,011
– – 0.01% 450
2024
Q3 		$408K Hold
4,011
– – 0.01% 460
2024
Q2 		$388K Sell
4,011
-3,545
-47% -$329K 0.01% 456
2024
Q1 		$675K Buy
7,556
+9
+0.1% +$800 0.02% 305
2023
Q4 		$642K Sell
7,547
-133
-2% -$10.5K 0.03% 295
2023
Q3 		$578K Sell
7,680
-436
-5% -$34.2K 0.03% 297
2023
Q2 		$636K Buy
8,116
+704
+9% +$51.8K 0.03% 274
2023
Q1 		$531K Sell
7,412
-4,007
-35% -$279K 0.03% 322
2022
Q4 		$752K Buy
11,419
+6,814
+148% +$455K 0.04% 223
2022
Q3 		$290K Hold
4,605
– – 0.02% 357
2022
Q2 		$306K Hold
4,605
– – 0.02% 338
2022
Q1 		$373K Hold
4,605
– – 0.02% 396
2021
Q4 		$405K Hold
4,605
– – 0.02% 358
2021
Q3 		$369K Hold
4,605
– – 0.02% 360
2021
Q2 		$368K Hold
4,605
– – 0.02% 316
2021
Q1 		$340K Hold
4,605
– – 0.02% 337
2020
Q4 		$323K Sell
4,605
-422
-8% -$27.9K 0.02% 319
2020
Q3 		$311K Hold
5,027
– – 0.03% 250
2020
Q2 		$283K Hold
5,027
– – 0.03% 263
2020
Q1 		$248K Buy
5,027
+1,100
+28% +$59.3K 0.03% 258
2019
Q4 		$222K Hold
3,927
– – 0.02% 302
2019
Q3 		$204K Buy
3,927
+779
+25% +$40.3K 0.02% 294
2019
Q2 		$161K Buy
3,148
+1,080
+52% +$54.2K 0.02% 330
2019
Q1 		$101K Buy
+2,068
New +$97.3K 0.01% 406

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

Valeo Financial Advisors's ESGV Position: Q2 2026 in Review

Valeo Financial Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 3,068 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #520.

Valeo Financial Advisors first reported a position in ESGV in Q1 2019 and has held it in 30 quarters since. The position peaked at $752K in Q4 2022. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Valeo Financial Advisors held 3,068 shares of Vanguard ESG US Stock ETF worth $406K as of Q2 2026.
  • Valeo Financial Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #520 holding.
  • Valeo Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2019 and has held it in 30 quarters since.
  • Valeo Financial Advisors's Vanguard ESG US Stock ETF position peaked at $752K in Q4 2022.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.