Y-Intercept (HK)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Y-Intercept (HK)’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	-2,692	Closed	-$302K	–	1838
2026 Q1	$302K	Buy	+2,692	New	+$320K	0.01%	1376
2024 Q1	–	Sell	-2,599	Closed	-$221K	–	1476
2023 Q4	$221K	Buy	+2,599	New	+$205K	0.02%	962
2023 Q3	–	Sell	-4,950	Closed	-$388K	–	1189
2023 Q2	$388K	Sell	4,950 -908	-16%	-$66.9K	0.04%	674
2023 Q1	$420K	Buy	+5,858	New	+$408K	0.05%	617

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

Y-Intercept (HK)'s ESGV Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 2,692 shares — an estimated $302K sold.

Y-Intercept (HK) first reported a position in ESGV in Q1 2023 and held it in 4 quarters. The position peaked at $420K in Q1 2023. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Y-Intercept (HK) reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 2,692 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $302K.
Y-Intercept (HK) first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and held it in 4 quarters.
Y-Intercept (HK)'s Vanguard ESG US Stock ETF position peaked at $420K in Q1 2023.
721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.