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

Westfuller 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	$5.56M	Buy	42,011 +16,151	+62%	+$2.06M	2.02%	12
2026 Q1	$2.9M	Sell	25,860 -22,163	-46%	-$2.63M	1.25%	17
2025 Q4	$5.81M	Buy	48,023 +173	+0.4%	+$20.8K	2.35%	9
2025 Q3	$5.67M	Sell	47,850 -28,088	-37%	-$3.2M	2.58%	9
2025 Q2	$8.33M	Sell	75,938 -23,496	-24%	-$2.37M	4.75%	4
2025 Q1	$9.74M	Buy	99,434 +77,854	+361%	+$8.14M	6.5%	2
2024 Q4	$2.26M	Buy	21,580 +136	+0.6%	+$14.3K	1.44%	20
2024 Q3	$2.18M	Buy	+21,444	New	+$2.1M	1.56%	19
2024 Q1	$1.2M	Buy	+12,910	New	+$1.15M	1.44%	25

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

Westfuller Advisors's ESGV Position: Q2 2026 in Review

Westfuller Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 62% in Q2 2026, buying an estimated $2.06M and bringing the position to 42,011 shares worth $5.56M. The position accounts for 2.02% of the portfolio, ranked #12.

Westfuller Advisors first reported a position in ESGV in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.74M in Q1 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Westfuller Advisors held 42,011 shares of Vanguard ESG US Stock ETF worth $5.56M as of Q2 2026.
Westfuller Advisors bought 16,151 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $2.06M.
Vanguard ESG US Stock ETF made up 2.02% of Westfuller Advisors's portfolio in Q2 2026, its #12 holding.
Westfuller Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 9 quarters since.
Westfuller Advisors's Vanguard ESG US Stock ETF position peaked at $9.74M in Q1 2025.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.