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Black Diamond Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Black Diamond Financial’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 		$809K Hold
6,120
– – 0.07% 85
2026
Q1 		$687K Sell
6,120
-654
-10% -$77.7K 0.08% 90
2025
Q4 		$819K Buy
6,774
+20
+0.3% +$2.4K 0.09% 76
2025
Q3 		$800K Buy
6,754
+4,711
+231% +$536K 0.09% 74
2025
Q2 		$224K Hold
2,043
– – 0.03% 132
2025
Q1 		$200K Hold
2,043
– – 0.03% 143
2024
Q4 		$214K Hold
2,043
– – 0.03% 135
2024
Q3 		$208K Buy
+2,043
New +$200K 0.04% 138

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

Black Diamond Financial's ESGV Position: Q2 2026 in Review

Black Diamond Financial held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 6,120 shares worth $809K. The position accounts for 0.07% of the portfolio, ranked #85.

Black Diamond Financial first reported a position in ESGV in Q3 2024 and has held it in 8 quarters since. The position peaked at $819K in Q4 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Black Diamond Financial held 6,120 shares of Vanguard ESG US Stock ETF worth $809K as of Q2 2026.
  • Black Diamond Financial left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.07% of Black Diamond Financial's portfolio in Q2 2026, its #85 holding.
  • Black Diamond Financial first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 8 quarters since.
  • Black Diamond Financial's Vanguard ESG US Stock ETF position peaked at $819K in Q4 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.