Winch Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Winch Advisory Services’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	$51.2K	Hold	387	–	–	0.01%	196
2026 Q1	$43.4K	Hold	387	–	–	0.01%	189
2025 Q4	$46.8K	Hold	387	–	–	0.01%	178
2025 Q3	$45.8K	Hold	387	–	–	0.01%	177
2025 Q2	$42.4K	Hold	387	–	–	0.01%	173
2025 Q1	$37.9K	Hold	387	–	–	0.01%	175
2024 Q4	$40.6K	Hold	387	–	–	0.01%	172
2024 Q3	$39.3K	Hold	387	–	–	0.01%	173
2024 Q2	$37.4K	Hold	387	–	–	0.01%	167
2024 Q1	$36.1K	Hold	387	–	–	0.01%	172
2023 Q4	$32.9K	Hold	387	–	–	0.01%	174
2023 Q3	$29K	Hold	387	–	–	0.01%	174
2023 Q2	$30K	Hold	387	–	–	0.01%	165
2023 Q1	$28K	Hold	387	–	–	0.01%	166
2022 Q4	$25K	Hold	387	–	–	0.01%	168
2022 Q3	$24K	Hold	387	–	–	0.01%	157
2022 Q2	$26K	Hold	387	–	–	0.01%	153
2022 Q1	$31K	Hold	387	–	–	0.01%	164
2021 Q4	$34K	Hold	387	–	–	0.01%	157
2021 Q3	$31K	Buy	387 +106	+38%	+$8.73K	0.01%	167
2021 Q2	$22K	Buy	281 +101	+56%	+$7.83K	0.01%	188
2021 Q1	$13K	Buy	+180	New	+$13K	0.01%	227

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

Winch Advisory Services's ESGV Position: Q2 2026 in Review

Winch Advisory Services held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 387 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #196.

Winch Advisory Services first reported a position in ESGV in Q1 2021 and has held it in 22 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Winch Advisory Services held 387 shares of Vanguard ESG US Stock ETF worth $51.2K as of Q2 2026.
Winch Advisory Services left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
Vanguard ESG US Stock ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #196 holding.
Winch Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 22 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.