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Wealthspire Advisors (New York)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Wealthspire Advisors (New York)’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 		$1.3M Buy
9,827
+574
+6% +$73.2K 0.01% 507
2026
Q1 		$1.04M Buy
9,253
+337
+4% +$40K 0.01% 404
2025
Q4 		$1.08M Sell
8,916
-10,042
-53% -$1.2M 0.01% 412
2025
Q3 		$2.25M Buy
18,958
+8
+0% +$911 0.01% 259
2025
Q2 		$2.08M Buy
18,950
+4,118
+28% +$415K 0.01% 274
2025
Q1 		$1.45M Buy
14,832
+9,225
+165% +$965K 0.01% 322
2024
Q4 		$588K Hold
5,607
– – 0.01% 471
2024
Q3 		$570K Hold
5,607
– – 0.01% 465
2024
Q2 		$542K Sell
5,607
-4,482
-44% -$415K 0.01% 417
2024
Q1 		$940K Buy
10,089
+26
+0.3% +$2.31K 0.01% 326
2023
Q4 		$856K Sell
10,063
-432
-4% -$34K 0.01% 338
2023
Q3 		$789K Sell
10,495
-401
-4% -$31.5K 0.01% 316
2023
Q2 		$854K Buy
10,896
+11
+0.1% +$810 0.01% 274
2023
Q1 		$781K Buy
10,885
+12
+0.1% +$836 0.01% 291
2022
Q4 		$716K Buy
10,873
+50
+0.5% +$3.33K 0.01% 317
2022
Q3 		$681K Buy
10,823
+589
+6% +$41.3K 0.01% 292
2022
Q2 		$680K Buy
10,234
+2,954
+41% +$213K 0.01% 270
2022
Q1 		$590K Sell
7,280
-208
-3% -$16.7K 0.01% 246
2021
Q4 		$658K Hold
7,488
– – 0.01% 275
2021
Q3 		$599K Buy
+7,488
New +$617K 0.01% 322
2021
Q2 		– Sell
-7,488
Closed -$552K – 472
2021
Q1 		$552K Buy
+7,488
New +$542K 0.01% 369

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

Wealthspire Advisors (New York)'s ESGV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard ESG US Stock ETF (ESGV) stake by 6.2% in Q2 2026, buying an estimated $73.2K and bringing the position to 9,827 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #507.

Wealthspire Advisors (New York) first reported a position in ESGV in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.25M in Q3 2025. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Wealthspire Advisors (New York) held 9,827 shares of Vanguard ESG US Stock ETF worth $1.3M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 574 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $73.2K.
  • Vanguard ESG US Stock ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #507 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 21 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard ESG US Stock ETF position peaked at $2.25M in Q3 2025.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.