Wealth Management Strategies’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Wealth Management Strategies’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	$529K	Buy	4,000 +25	+0.6%	+$3.19K	0.21%	24
2026 Q1	$446K	Buy	3,975 +102	+3%	+$12.1K	0.2%	24
2025 Q4	$469K	Buy	3,873 +800	+26%	+$96K	0.22%	23
2025 Q3	$364K	Buy	3,073 +69	+2%	+$7.86K	0.18%	28
2025 Q2	$329K	Buy	3,004 +85	+3%	+$8.57K	0.18%	30
2025 Q1	$286K	Buy	2,919 +93	+3%	+$9.72K	0.19%	29
2024 Q4	$296K	Buy	+2,826	New	+$297K	0.23%	28

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

Wealth Management Strategies's ESGV Position: Q2 2026 in Review

Wealth Management Strategies increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.63% in Q2 2026, buying an estimated $3.19K and bringing the position to 4,000 shares worth $529K. The position accounts for 0.21% of the portfolio, ranked #24.

Wealth Management Strategies first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Wealth Management Strategies held 4,000 shares of Vanguard ESG US Stock ETF worth $529K as of Q2 2026.
Wealth Management Strategies bought 25 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $3.19K.
Vanguard ESG US Stock ETF made up 0.21% of Wealth Management Strategies's portfolio in Q2 2026, its #24 holding.
Wealth Management Strategies first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Wealth Management Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.