Benchmark Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Benchmark Wealth 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
2025 Q2	$720K	Hold	6,568	–	–	0.32%	35
2025 Q1	$643K	Hold	6,568	–	–	0.31%	36
2024 Q4	$689K	Sell	6,568 -339	-5%	-$35.6K	0.34%	29
2024 Q3	$702K	Buy	6,907 +69	+1%	+$6.76K	0.35%	29
2024 Q2	$661K	Sell	6,838 -470	-6%	-$43.6K	0.35%	30
2024 Q1	$681K	Hold	7,308	–	–	0.37%	27
2023 Q4	$622K	Sell	7,308 -229	-3%	-$18K	0.37%	27
2023 Q3	$567K	Sell	7,537 -314	-4%	-$24.6K	0.36%	30
2023 Q2	$615K	Sell	7,851 -5,032	-39%	-$371K	0.37%	30
2023 Q1	$926K	Buy	12,883 +5,080	+65%	+$354K	0.59%	22
2022 Q4	$514K	Buy	+7,803	New	+$520K	0.37%	29

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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

Benchmark Wealth Management's ESGV Position: Q2 2025 in Review

Benchmark Wealth Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2025 at 6,568 shares worth $720K. The position accounts for 0.32% of the portfolio, ranked #35.

Benchmark Wealth Management first reported a position in ESGV in Q4 2022 and has held it in 11 quarters since. The position peaked at $926K in Q1 2023. 620 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

Benchmark Wealth Management held 6,568 shares of Vanguard ESG US Stock ETF worth $720K as of Q2 2025.
Benchmark Wealth Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2025.
Vanguard ESG US Stock ETF made up 0.32% of Benchmark Wealth Management's portfolio in Q2 2025, its #35 holding.
Benchmark Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 11 quarters since.
Benchmark Wealth Management's Vanguard ESG US Stock ETF position peaked at $926K in Q1 2023.
620 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.