WCFA
ESGV icon

Walkner Condon Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Walkner Condon Financial Advisors’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 		$217K Buy
+1,644
New +$210K 0.02% 325
2025
Q1 		– Sell
-2,620
Closed -$275K – 275
2024
Q4 		$275K Hold
2,620
– – 0.06% 227
2024
Q3 		$266K Hold
2,620
– – 0.05% 222
2024
Q2 		$253K Sell
2,620
-1,870
-42% -$173K 0.05% 219
2024
Q1 		$418K Hold
4,490
– – 0.09% 174
2023
Q4 		$382K Hold
4,490
– – 0.09% 182
2023
Q3 		$338K Buy
4,490
+120
+3% +$9.41K 0.09% 172
2023
Q2 		$342K Hold
4,370
– – 0.09% 167
2023
Q1 		$313K Sell
4,370
-80
-2% -$5.58K 0.09% 167
2022
Q4 		$293K Hold
4,450
– – 0.09% 168
2022
Q3 		$280K Hold
4,450
– – 0.09% 166
2022
Q2 		$295K Buy
4,450
+176
+4% +$12.7K 0.09% 172
2022
Q1 		$347K Sell
4,274
-491
-10% -$39.5K 0.1% 164
2021
Q4 		$419K Buy
+4,765
New +$407K 0.27% 82
2021
Q3 		– Sell
-2,683
Closed -$214K – 152
2021
Q2 		$214K Buy
+2,683
New +$208K 0.08% 159

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

Walkner Condon Financial Advisors's ESGV Position: Q2 2026 in Review

Walkner Condon Financial Advisors opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,644 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #325 among its holdings. This is a return to the name: Walkner Condon Financial Advisors previously reported a position in ESGV as recently as Q4 2024.

Walkner Condon Financial Advisors first reported a position in ESGV in Q2 2021 and has held it in 15 quarters since. The position peaked at $419K in Q4 2021. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Walkner Condon Financial Advisors held 1,644 shares of Vanguard ESG US Stock ETF worth $217K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Walkner Condon Financial Advisors position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.02% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #325 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 15 quarters since.
  • Walkner Condon Financial Advisors's Vanguard ESG US Stock ETF position peaked at $419K in Q4 2021.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.