VA
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Valmark Advisers’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Valmark Advisers’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 		$3.95M Sell
29,862
-115
-0.4% -$14.7K 0.04% 181
2026
Q1 		$3.37M Buy
29,977
+1,510
+5% +$179K 0.04% 182
2025
Q4 		$3.44M Sell
28,467
-21
-0.1% -$2.52K 0.04% 173
2025
Q3 		$3.37M Buy
28,488
+332
+1% +$37.8K 0.04% 162
2025
Q2 		$3.09M Buy
28,156
+11,952
+74% +$1.2M 0.04% 163
2025
Q1 		$1.59M Buy
16,204
+1
+0% +$105 0.02% 241
2024
Q4 		$1.7M Buy
16,203
+687
+4% +$72.1K 0.03% 227
2024
Q3 		$1.58M Hold
15,516
– – 0.02% 228
2024
Q2 		$1.5M Buy
15,516
+185
+1% +$17.1K 0.03% 222
2024
Q1 		$1.43M Hold
15,331
– – 0.02% 221
2023
Q4 		$1.3M Hold
15,331
– – 0.02% 212
2023
Q3 		$1.15M Buy
15,331
+980
+7% +$76.9K 0.02% 203
2023
Q2 		$1.12M Buy
14,351
+288
+2% +$21.2K 0.02% 212
2023
Q1 		$1.01M Buy
14,063
+254
+2% +$17.7K 0.02% 220
2022
Q4 		$909K Buy
13,809
+1,641
+13% +$109K 0.02% 223
2022
Q3 		$765K Buy
12,168
+238
+2% +$16.7K 0.02% 218
2022
Q2 		$792K Buy
11,930
+91
+0.8% +$6.57K 0.02% 225
2022
Q1 		$960K Buy
11,839
+73
+0.6% +$5.87K 0.02% 212
2021
Q4 		$1.03M Buy
11,766
+3,652
+45% +$312K 0.02% 192
2021
Q3 		$650K Buy
8,114
+3,177
+64% +$262K 0.01% 247
2021
Q2 		$395K Sell
4,937
-184
-4% -$14.3K 0.01% 299
2021
Q1 		$378K Buy
+5,121
New +$371K 0.01% 298

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

Valmark Advisers's ESGV Position: Q2 2026 in Review

Valmark Advisers reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.38% in Q2 2026, selling an estimated $14.7K and leaving 29,862 shares worth $3.95M. The position accounts for 0.04% of the portfolio, ranked #181.

Valmark Advisers first reported a position in ESGV in Q1 2021 and has held it in 22 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Valmark Advisers held 29,862 shares of Vanguard ESG US Stock ETF worth $3.95M as of Q2 2026.
  • Valmark Advisers sold 115 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $14.7K.
  • Vanguard ESG US Stock ETF made up 0.04% of Valmark Advisers's portfolio in Q2 2026, its #181 holding.
  • Valmark Advisers first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 22 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.