Vanguard Advisers Inc
EFIV icon

Vanguard Advisers Inc’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Vanguard Advisers Inc’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73 Hold
1
– – ﹤0.01% 706
2026
Q1 		$63 Buy
+1
New +$66 ﹤0.01% 658

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FNWM
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TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Vanguard Advisers Inc's EFIV Position: Q2 2026 in Review

Vanguard Advisers Inc held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 1 share worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Vanguard Advisers Inc first reported a position in EFIV in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Vanguard Advisers Inc held 1 share of State Street SPDR S&P 500 ESG ETF worth $73 as of Q2 2026.
  • Vanguard Advisers Inc left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Vanguard Advisers Inc's portfolio in Q2 2026, its #706 holding.
  • Vanguard Advisers Inc first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Vanguard Advisers Inc's 13F filing for Q2 2026, filed 13 Aug 2026.