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Carr Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Carr Financial Group’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 		$340K Buy
2,571
+609
+31% +$77.7K 0.08% 142
2026
Q1 		$220K Buy
+1,962
New +$233K 0.06% 164
2025
Q4 		– Sell
-1,748
Closed -$207K – 192
2025
Q3 		$207K Buy
+1,748
New +$199K 0.06% 182

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

Carr Financial Group's ESGV Position: Q2 2026 in Review

Carr Financial Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 31% in Q2 2026, buying an estimated $77.7K and bringing the position to 2,571 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #142.

Carr Financial Group first reported a position in ESGV in Q3 2025 and has held it in 3 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Carr Financial Group held 2,571 shares of Vanguard ESG US Stock ETF worth $340K as of Q2 2026.
  • Carr Financial Group bought 609 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $77.7K.
  • Vanguard ESG US Stock ETF made up 0.08% of Carr Financial Group's portfolio in Q2 2026, its #142 holding.
  • Carr Financial Group first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

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