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White Lighthouse Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

White Lighthouse Investment Management’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 		$6.22M Buy
47,053
+428
+0.9% +$54.6K 0.78% 27
2026
Q1 		$5.23M Buy
46,625
+1,332
+3% +$158K 0.73% 28
2025
Q4 		$5.48M Buy
45,293
+3,371
+8% +$404K 0.76% 26
2025
Q3 		$4.97M Sell
41,922
-1,320
-3% -$150K 0.76% 27
2025
Q2 		$4.74M Buy
43,242
+1,197
+3% +$121K 0.77% 28
2025
Q1 		$4.12M Buy
42,045
+1,566
+4% +$164K 0.74% 29
2024
Q4 		$4.25M Sell
40,479
-161
-0.4% -$16.9K 0.75% 29
2024
Q3 		$4.13M Buy
40,640
+708
+2% +$69.4K 0.74% 29
2024
Q2 		$3.86M Sell
39,932
-613
-2% -$56.8K 0.74% 30
2024
Q1 		$3.78M Buy
40,545
+2,478
+7% +$220K 0.77% 28
2023
Q4 		$3.24M Buy
38,067
+451
+1% +$35.5K 0.71% 30
2023
Q3 		$2.83M Buy
37,616
+46
+0.1% +$3.61K 0.69% 29
2023
Q2 		$2.94M Sell
37,570
-1,279
-3% -$94.2K 0.7% 29
2023
Q1 		$2.79M Sell
38,849
-1,250
-3% -$87.1K 0.7% 32
2022
Q4 		$2.64M Buy
40,099
+904
+2% +$60.3K 0.72% 30
2022
Q3 		$2.47M Buy
39,195
+344
+0.9% +$24.1K 0.72% 32
2022
Q2 		$2.58M Buy
38,851
+1,743
+5% +$126K 0.74% 31
2022
Q1 		$3.01M Buy
37,108
+2,684
+8% +$216K 0.77% 31
2021
Q4 		$3.03M Buy
34,424
+2,672
+8% +$228K 0.75% 32
2021
Q3 		$2.54M Buy
31,752
+218
+0.7% +$18K 0.68% 35
2021
Q2 		$2.52M Buy
31,534
+4,742
+18% +$368K 0.69% 34
2021
Q1 		$1.98M Sell
26,792
-94
-0.3% -$6.81K 0.6% 36
2020
Q4 		$1.89M Sell
26,886
-454
-2% -$30K 0.6% 38
2020
Q3 		$1.69M Sell
27,340
-1,735
-6% -$105K 0.59% 38
2020
Q2 		$1.64M Sell
29,075
-405
-1% -$21.3K 0.6% 39
2020
Q1 		$1.35M Buy
29,480
+14,685
+99% +$792K 0.57% 40
2019
Q4 		$837K Buy
14,795
+4,625
+45% +$250K 0.31% 57
2019
Q3 		$528K Buy
10,170
+4,180
+70% +$216K 0.21% 73
2019
Q2 		$306K Buy
+5,990
New +$300K 0.13% 99

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

White Lighthouse Investment Management's ESGV Position: Q2 2026 in Review

White Lighthouse Investment Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.92% in Q2 2026, buying an estimated $54.6K and bringing the position to 47,053 shares worth $6.22M. The position accounts for 0.78% of the portfolio, ranked #27.

White Lighthouse Investment Management first reported a position in ESGV in Q2 2019 and has held it in 29 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • White Lighthouse Investment Management held 47,053 shares of Vanguard ESG US Stock ETF worth $6.22M as of Q2 2026.
  • White Lighthouse Investment Management bought 428 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $54.6K.
  • Vanguard ESG US Stock ETF made up 0.78% of White Lighthouse Investment Management's portfolio in Q2 2026, its #27 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and has held it in 29 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.