Weil Company’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Weil Company’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	$1.73M	Sell	13,095 -650	-5%	-$82.9K	0.31%	62
2026 Q1	$1.54M	Buy	13,745 +3	+0%	+$356	0.35%	57
2025 Q4	$1.66M	Sell	13,742 -331	-2%	-$39.7K	0.38%	54
2025 Q3	$1.67M	Buy	14,073 +3	+0%	+$342	0.4%	56
2025 Q2	$1.54M	Buy	+14,070	New	+$1.42M	0.41%	53

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

Weil Company's ESGV Position: Q2 2026 in Review

Weil Company reduced its Vanguard ESG US Stock ETF (ESGV) stake by 4.7% in Q2 2026, selling an estimated $82.9K and leaving 13,095 shares worth $1.73M. The position accounts for 0.31% of the portfolio, ranked #62.

Weil Company first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Weil Company held 13,095 shares of Vanguard ESG US Stock ETF worth $1.73M as of Q2 2026.
Weil Company sold 650 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $82.9K.
Vanguard ESG US Stock ETF made up 0.31% of Weil Company's portfolio in Q2 2026, its #62 holding.
Weil Company first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.