VSM Wealth Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

VSM Wealth Advisory’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	$606K	Buy	4,579 +5	+0.1%	+$638	0.16%	54
2026 Q1	$513K	Buy	4,574 +7	+0.2%	+$831	0.15%	57
2025 Q4	$552K	Sell	4,567 -585	-11%	-$70.2K	0.17%	54
2025 Q3	$610K	Sell	5,152 -866	-14%	-$98.6K	0.19%	48
2025 Q2	$660K	Sell	6,018 -2	-0%	-$202	0.22%	47
2025 Q1	$590K	Buy	6,020 +61	+1%	+$6.38K	0.21%	46
2024 Q4	$625K	Buy	+5,959	New	+$625K	0.22%	45

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

VSM Wealth Advisory's ESGV Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.11% in Q2 2026, buying an estimated $638 and bringing the position to 4,579 shares worth $606K. The position accounts for 0.16% of the portfolio, ranked #54.

VSM Wealth Advisory first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $660K in Q2 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

VSM Wealth Advisory held 4,579 shares of Vanguard ESG US Stock ETF worth $606K as of Q2 2026.
VSM Wealth Advisory bought 5 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $638.
Vanguard ESG US Stock ETF made up 0.16% of VSM Wealth Advisory's portfolio in Q2 2026, its #54 holding.
VSM Wealth Advisory first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Vanguard ESG US Stock ETF position peaked at $660K in Q2 2025.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.