Question 1

How many shares of ESGV does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 6,283 shares of ESGV (VANGUARD ESG US STOCK ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's ESGV position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's ESGV position is worth $830,894.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling ESGV?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their ESGV position (+8.3% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy ESGV?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in ESGV in 2020-Q2. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	6,283	+8.3%	$830,894	0.0%	$132.24	27
2026-Q1	Increased	5,801	+23.2%	$651,248	0.0%	$118.02	30
2025-Q4	Decreased	4,708	-2.3%	$569,505	0.0%	$121.87	0
2025-Q3	Increased	4,820	+1.5%	$570,873	0.0%	$117.74	25
2025-Q2	Decreased	4,749	-2.2%	$520,644	0.0%	$108.43	0
2025-Q1	Increased	4,855	+9.6%	$475,587	0.0%	$96.80	26
2024-Q4	Decreased	4,431	-38.7%	$464,721	0.0%	$104.31	0
2024-Q3	Increased	7,227	+71.8%	$734,611	0.0%	$99.95	37
2024-Q2	Increased	4,206	+14.9%	$406,356	0.0%	$95.13	27
2024-Q1	Increased	3,661	+0.1%	$341,177	0.0%	$91.47	24
2023-Q4	Decreased	3,659	-3.5%	$311,239	0.0%	$83.28	0
2023-Q3	Increased	3,790	+0.1%	$285,072	0.0%	$73.37	23
2023-Q2	Increased	3,787	+2.7%	$296,714	0.0%	$75.28	24
2023-Q1	Increased	3,688	+0.1%	$264,451	0.0%	$68.48	23
2022-Q4	Decreased	3,686	-64.6%	$242,744	0.0%	$63.68	0
2022-Q3	Increased	10,403	+182.7%	$654,000	0.0%	$61.41	40
2022-Q2	Increased	3,680	+0.6%	$244,000	0.0%	$64.29	23
2022-Q1	Increased	3,657	+13.8%	$296,000	0.0%	$78.68	27
2021-Q4	Increased	3,213	+0.1%	$282,000	0.0%	$84.09	23
2021-Q3	Increased	3,211	+18.1%	$257,000	0.0%	$76.94	27
2021-Q2	Decreased	2,718	-76.8%	$217,000	0.0%	$75.90	0
2021-Q1	Increased	11,704	+389.1%	$432M	0.0%	$69.27	50
2020-Q4	Increased	2,393	+13.0%	$168,000	0.0%	$66.00	25
2020-Q3	Decreased	2,117	-94.4%	$131,000	0.0%	$57.73	0
2020-Q2	New	38,098	-	$2.1M	0.1%	$51.84	36

ESGV25 quarters

ESGV
25 quarters