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Your Advocates Ltd’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Your Advocates Ltd’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
-1
Closed -$113 – 219
2026
Q1 		$113 Hold
1
– – ﹤0.01% 220
2025
Q4 		$121 Buy
+1
New +$120 ﹤0.01% 224

Other funds holding ESGV

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Your Advocates Ltd's ESGV Position: Q2 2026 in Review

Your Advocates Ltd sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 1 share — an estimated $113 sold.

Your Advocates Ltd first reported a position in ESGV in Q4 2025 and held it in 2 quarters. The position peaked at $121 in Q4 2025. 486 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Your Advocates Ltd reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Your Advocates Ltd sold 1 Vanguard ESG US Stock ETF share in Q2 2026, an estimated $113.
  • Your Advocates Ltd first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and held it in 2 quarters.
  • Your Advocates Ltd's Vanguard ESG US Stock ETF position peaked at $121 in Q4 2025.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.