Wealth Enhancement Advisory Services
ESGV icon

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

Wealth Enhancement Advisory Services’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 		$3.11M Buy
23,244
+1,183
+5% +$151K 0.01% 1295
2026
Q1 		$2.5M Sell
22,061
-5,087
-19% -$604K 0.01% 1271
2025
Q4 		$3.33M Buy
27,148
+802
+3% +$96.2K ﹤0.01% 1222
2025
Q3 		$3.13M Sell
26,346
-2
-0% -$228 ﹤0.01% 1190
2025
Q2 		$2.92M Buy
26,348
+4,834
+22% +$487K ﹤0.01% 1166
2025
Q1 		$2.11M Sell
21,514
-2,866
-12% -$300K ﹤0.01% 1218
2024
Q4 		$2.56M Buy
24,380
+3,732
+18% +$392K ﹤0.01% 1055
2024
Q3 		$2.1M Sell
20,648
-2,555
-11% -$250K ﹤0.01% 1018
2024
Q2 		$2.24M Buy
23,203
+9,209
+66% +$854K 0.01% 942
2024
Q1 		$1.3M Sell
13,994
-432
-3% -$38.4K ﹤0.01% 1119
2023
Q4 		$1.23M Buy
14,426
+795
+6% +$62.7K ﹤0.01% 1086
2023
Q3 		$1.03M Buy
+13,631
New +$1.07M ﹤0.01% 1083

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's ESGV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard ESG US Stock ETF (ESGV) stake by 5.4% in Q2 2026, buying an estimated $151K and bringing the position to 23,244 shares worth $3.11M. The position accounts for 0.01% of the portfolio, ranked #1295.

Wealth Enhancement Advisory Services first reported a position in ESGV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.33M in Q4 2025. 187 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,244 shares of Vanguard ESG US Stock ETF worth $3.11M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,183 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $151K.
  • Vanguard ESG US Stock ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1295 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard ESG US Stock ETF position peaked at $3.33M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.