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 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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Financial Planning's ESGV Position: Q1 2026 in Review

Beacon Financial Planning increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.26% in Q1 2026, buying an estimated $3.8K and bringing the position to 12,251 shares worth $1.38M. The position accounts for 0.53% of the portfolio, ranked #30.

Beacon Financial Planning first reported a position in ESGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.48M in Q4 2025. 677 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Beacon Financial Planning held 12,251 shares of Vanguard ESG US Stock ETF worth $1.38M as of Q1 2026.
Beacon Financial Planning bought 32 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $3.8K.
Vanguard ESG US Stock ETF made up 0.53% of Beacon Financial Planning's portfolio in Q1 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 14 quarters since.
Beacon Financial Planning's Vanguard ESG US Stock ETF position peaked at $1.48M in Q4 2025.
677 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.