Vermillion & White Wealth Management Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Vermillion & White Wealth Management Group’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	$1.82M	Hold	13,755	–	–	0.92%	15
2026 Q1	$1.54M	Sell	13,755 -52	-0.4%	-$6.18K	0.89%	16
2025 Q4	$1.67M	Sell	13,807 -283	-2%	-$33.9K	0.91%	16
2025 Q3	$1.67M	Hold	14,090	–	–	0.95%	15
2025 Q2	$1.54M	Hold	14,090	–	–	1%	15
2025 Q1	$1.38M	Sell	14,090 -2,997	-18%	-$313K	1%	13
2024 Q4	$1.79M	Buy	17,087 +53	+0.3%	+$5.56K	1.32%	19
2024 Q3	$1.73M	Sell	17,034 -422	-2%	-$41.4K	1.28%	19
2024 Q2	$1.69M	Buy	17,456 +1	+0%	+$93	1.27%	18
2024 Q1	$1.63M	Sell	17,455 -223	-1%	-$19.8K	1.3%	19
2023 Q4	$1.5M	Buy	+17,678	New	+$1.39M	1.46%	16

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

Vermillion & White Wealth Management Group's ESGV Position: Q2 2026 in Review

Vermillion & White Wealth Management Group held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 13,755 shares worth $1.82M. The position accounts for 0.92% of the portfolio, ranked #15.

Vermillion & White Wealth Management Group first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Vermillion & White Wealth Management Group held 13,755 shares of Vanguard ESG US Stock ETF worth $1.82M as of Q2 2026.
Vermillion & White Wealth Management Group left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.92% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #15 holding.
Vermillion & White Wealth Management Group first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.