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

Van Hulzen 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	$1.17M	Buy	8,820 +1,207	+16%	+$154K	0.08%	152
2026 Q1	$855K	Buy	7,613 +3,913	+106%	+$465K	0.06%	185
2025 Q4	$448K	Hold	3,700	–	–	0.03%	232
2025 Q3	$438K	Hold	3,700	–	–	0.03%	235
2025 Q2	$406K	Hold	3,700	–	–	0.03%	233
2025 Q1	$362K	Hold	3,700	–	–	0.03%	238
2024 Q4	$388K	Hold	3,700	–	–	0.03%	243
2024 Q3	$376K	Hold	3,700	–	–	0.03%	240
2024 Q2	$357K	Hold	3,700	–	–	0.02%	232
2024 Q1	$345K	Hold	3,700	–	–	0.02%	252
2023 Q4	$315K	Buy	+3,700	New	+$292K	0.02%	258

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

Van Hulzen Asset Management's ESGV Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 16% in Q2 2026, buying an estimated $154K and bringing the position to 8,820 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #152.

Van Hulzen Asset Management first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Van Hulzen Asset Management held 8,820 shares of Vanguard ESG US Stock ETF worth $1.17M as of Q2 2026.
Van Hulzen Asset Management bought 1,207 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $154K.
Vanguard ESG US Stock ETF made up 0.08% of Van Hulzen Asset Management's portfolio in Q2 2026, its #152 holding.
Van Hulzen Asset Management first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.