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Winter & Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Winter & Associates’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 		$996K Buy
7,532
+5,129
+213% +$654K 0.75% 25
2026
Q1 		$274K Buy
2,403
+676
+39% +$80.3K 0.24% 66
2025
Q4 		$209K Buy
+1,727
New +$207K 0.19% 80

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

Winter & Associates's ESGV Position: Q2 2026 in Review

Winter & Associates increased its Vanguard ESG US Stock ETF (ESGV) stake by 213% in Q2 2026, buying an estimated $654K and bringing the position to 7,532 shares worth $996K. The position accounts for 0.75% of the portfolio, ranked #25.

Winter & Associates first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Winter & Associates held 7,532 shares of Vanguard ESG US Stock ETF worth $996K as of Q2 2026.
  • Winter & Associates bought 5,129 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $654K.
  • Vanguard ESG US Stock ETF made up 0.75% of Winter & Associates's portfolio in Q2 2026, its #25 holding.
  • Winter & Associates first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.