WOSD
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WFA of San Diego’s Vanguard ESG US Stock ETF ESGV Stock Holding History

WFA of San Diego’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 		– Sell
-807
Closed -$90.6K – 179
2026
Q1 		$90.6K Sell
807
-50
-6% -$5.94K 0.07% 137
2025
Q4 		$104K Hold
857
– – 0.08% 135
2025
Q3 		$102K Sell
857
-16
-2% -$1.82K 0.07% 141
2025
Q2 		$95.7K Buy
+873
New +$88K 0.07% 142
2024
Q3 		$93.6K Hold
921
– – 0.08% 130
2024
Q2 		$89K Buy
+921
New +$85.4K 0.08% 128
2023
Q3 		$69.3K Hold
921
– – 0.07% 144
2023
Q2 		$72.2K Buy
+921
New +$67.8K 0.07% 138
2023
Q1 		– Sell
-921
Closed -$60.7K – 169
2022
Q4 		$60.7K Buy
+921
New +$61.4K 0.05% 176

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

WFA of San Diego's ESGV Position: Q2 2026 in Review

WFA of San Diego sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 807 shares — an estimated $90.6K sold.

WFA of San Diego first reported a position in ESGV in Q4 2022 and held it in 9 quarters. The position peaked at $104K in Q4 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • WFA of San Diego reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 807 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $90.6K.
  • WFA of San Diego first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 9 quarters.
  • WFA of San Diego's Vanguard ESG US Stock ETF position peaked at $104K in Q4 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.