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World Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

World Investment 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 		$1.16M Sell
9,287
-150
-2% -$19.1K 0.02% 662
2026
Q1 		$1.06M Sell
9,437
-7
-0.1% -$831 0.02% 693
2025
Q4 		$1.14M Buy
9,444
+7,104
+304% +$852K 0.02% 645
2025
Q3 		$277K Sell
2,340
-28
-1% -$3.19K 0.01% 1021
2025
Q2 		$260K Sell
2,368
-23
-1% -$2.32K 0.01% 983
2025
Q1 		$234K Buy
2,391
+1
+0% +$105 0.01% 958
2024
Q4 		$251K Sell
2,390
-95
-4% -$9.97K 0.01% 889
2024
Q3 		$253K Buy
2,485
+176
+8% +$17.3K 0.01% 796
2024
Q2 		$223K Buy
+2,309
New +$214K 0.01% 564
2023
Q4 		– Sell
-3,561
Closed -$268K – 383
2023
Q3 		$268K Buy
3,561
+41
+1% +$3.22K 0.05% 217
2023
Q2 		$276K Buy
3,520
+3
+0.1% +$221 0.05% 209
2023
Q1 		$252K Buy
+3,517
New +$245K 0.05% 195

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

World Investment Advisors's ESGV Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.6% in Q2 2026, selling an estimated $19.1K and leaving 9,287 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #662.

World Investment Advisors first reported a position in ESGV in Q1 2023 and has held it in 12 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • World Investment Advisors held 9,287 shares of Vanguard ESG US Stock ETF worth $1.16M as of Q2 2026.
  • World Investment Advisors sold 150 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $19.1K.
  • Vanguard ESG US Stock ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #662 holding.
  • World Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 12 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.