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Waverly Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Waverly 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 		$1.59M Buy
11,997
+2,606
+28% +$332K 0.01% 754
2026
Q1 		$1.05M Sell
9,391
-1,096
-10% -$130K 0.01% 814
2025
Q4 		$1.27M Buy
10,487
+1,058
+11% +$127K 0.01% 697
2025
Q3 		$1.12M Sell
9,429
-13
-0.1% -$1.48K 0.01% 612
2025
Q2 		$1.04M Sell
9,442
-471
-5% -$47.5K 0.01% 609
2025
Q1 		$971K Buy
9,913
+3,074
+45% +$321K 0.01% 613
2024
Q4 		$717K Sell
6,839
-1,611
-19% -$169K 0.01% 590
2024
Q3 		$859K Buy
8,450
+11
+0.1% +$1.08K 0.02% 472
2024
Q2 		$815K Sell
8,439
-828
-9% -$76.8K 0.02% 471
2024
Q1 		$864K Buy
+9,267
New +$824K 0.02% 393

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

Waverly Advisors's ESGV Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 28% in Q2 2026, buying an estimated $332K and bringing the position to 11,997 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #754.

Waverly Advisors first reported a position in ESGV in Q1 2024 and has held it in 10 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Waverly Advisors held 11,997 shares of Vanguard ESG US Stock ETF worth $1.59M as of Q2 2026.
  • Waverly Advisors bought 2,606 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $332K.
  • Vanguard ESG US Stock ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #754 holding.
  • Waverly Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 10 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.