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W Advisors LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

W Advisors LLC’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 		$208K Buy
+1,574
New +$201K 0.09% 150
2023
Q1 		– Sell
-6,021
Closed -$397K – 105
2022
Q4 		$397K Buy
+6,021
New +$402K 0.33% 72
2022
Q2 		– Sell
-5,254
Closed -$426K – 108
2022
Q1 		$426K Sell
5,254
-2,228
-30% -$179K 0.32% 68
2021
Q4 		$658K Buy
+7,482
New +$639K 0.49% 49

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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

W Advisors LLC's ESGV Position: Q2 2026 in Review

W Advisors LLC opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,574 shares worth $208K. The stake represents 0.09% of the portfolio and ranks #150 among its holdings. This is a return to the name: W Advisors LLC previously reported a position in ESGV as recently as Q4 2022.

W Advisors LLC first reported a position in ESGV in Q4 2021 and has held it in 4 quarters since. The position peaked at $658K in Q4 2021. 717 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • W Advisors LLC held 1,574 shares of Vanguard ESG US Stock ETF worth $208K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new W Advisors LLC position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.09% of W Advisors LLC's portfolio in Q2 2026, its #150 holding.
  • W Advisors LLC first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 4 quarters since.
  • W Advisors LLC's Vanguard ESG US Stock ETF position peaked at $658K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.