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Vise Technologies’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Vise Technologies’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 		$549K Buy
4,148
+2,136
+106% +$272K 0.01% 1100
2026
Q1 		$243K Hold
2,012
– – ﹤0.01% 1271
2025
Q4 		$243K Buy
+2,012
New +$241K ﹤0.01% 1281

Other funds holding ESGV

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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

Vise Technologies's ESGV Position: Q2 2026 in Review

Vise Technologies increased its Vanguard ESG US Stock ETF (ESGV) stake by 106% in Q2 2026, buying an estimated $272K and bringing the position to 4,148 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #1100.

Vise Technologies first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Vise Technologies held 4,148 shares of Vanguard ESG US Stock ETF worth $549K as of Q2 2026.
  • Vise Technologies bought 2,136 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $272K.
  • Vanguard ESG US Stock ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1100 holding.
  • Vise Technologies first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.