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Beacon Financial Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Beacon Financial Planning’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 		$1.62M Buy
12,277
+26
+0.2% +$3.31K 0.55% 30
2026
Q1 		$1.38M Buy
12,251
+32
+0.3% +$3.8K 0.53% 30
2025
Q4 		$1.48M Buy
12,219
+30
+0.2% +$3.6K 0.71% 27
2025
Q3 		$1.44M Buy
12,189
+28
+0.2% +$3.19K 0.75% 25
2025
Q2 		$1.33M Buy
12,161
+30
+0.2% +$3.02K 0.74% 24
2025
Q1 		$1.19M Buy
12,131
+32
+0.3% +$3.35K 0.68% 26
2024
Q4 		$1.27M Buy
12,099
+32
+0.3% +$3.36K 0.74% 21
2024
Q3 		$1.23M Buy
12,067
+34
+0.3% +$3.33K 0.76% 19
2024
Q2 		$1.16M Buy
12,033
+37
+0.3% +$3.43K 0.79% 19
2024
Q1 		$1.12M Buy
11,996
+29
+0.2% +$2.58K 0.78% 16
2023
Q4 		$1.02M Buy
11,967
+46
+0.4% +$3.63K 0.8% 13
2023
Q3 		$897K Buy
11,921
+41
+0.3% +$3.22K 0.78% 13
2023
Q2 		$931K Sell
11,880
-1,164
-9% -$85.7K 0.79% 13
2023
Q1 		$935K Buy
13,044
+37
+0.3% +$2.58K 0.88% 11
2022
Q4 		$857K Buy
+13,007
New +$868K 0.89% 11

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

Beacon Financial Planning's ESGV Position: Q2 2026 in Review

Beacon Financial Planning increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.21% in Q2 2026, buying an estimated $3.31K and bringing the position to 12,277 shares worth $1.62M. The position accounts for 0.55% of the portfolio, ranked #30.

Beacon Financial Planning first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Beacon Financial Planning held 12,277 shares of Vanguard ESG US Stock ETF worth $1.62M as of Q2 2026.
  • Beacon Financial Planning bought 26 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $3.31K.
  • Vanguard ESG US Stock ETF made up 0.55% of Beacon Financial Planning's portfolio in Q2 2026, its #30 holding.
  • Beacon Financial Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.