Zevin Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Zevin Asset Management’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	8,807 -27	-0.3%	-$3.44K	0.16%	53
2026 Q1	$992K	Buy	8,834 +870	+11%	+$103K	0.14%	55
2025 Q4	$963K	Buy	7,964 +2,009	+34%	+$241K	0.13%	55
2025 Q3	$705K	Buy	5,955 +1,586	+36%	+$181K	0.1%	55
2025 Q2	$479K	Buy	+4,369	New	+$440K	0.07%	56
2024 Q1	–	Sell	-3,025	Closed	-$257K	–	87
2023 Q4	$257K	Hold	3,025	–	–	0.05%	78
2023 Q3	$228K	Buy	+3,025	New	+$237K	0.05%	77

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

Zevin Asset Management's ESGV Position: Q2 2026 in Review

Zevin Asset Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.31% in Q2 2026, selling an estimated $3.44K and leaving 8,807 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #53.

Zevin Asset Management first reported a position in ESGV in Q3 2023 and has held it in 7 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Zevin Asset Management held 8,807 shares of Vanguard ESG US Stock ETF worth $1.16M as of Q2 2026.
Zevin Asset Management sold 27 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $3.44K.
Vanguard ESG US Stock ETF made up 0.16% of Zevin Asset Management's portfolio in Q2 2026, its #53 holding.
Zevin Asset Management first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 7 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Zevin Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.