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

Cassilly 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 		$230K Buy
+1,743
New +$222K 0.17% 68
2026
Q1 		– Sell
-1,685
Closed -$204K – 65
2025
Q4 		$204K Buy
+1,685
New +$202K 0.18% 62

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

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

Cassilly Financial Group opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,743 shares worth $230K. The stake represents 0.17% of the portfolio and ranks #68 among its holdings. This is a return to the name: Cassilly Financial Group previously reported a position in ESGV as recently as Q4 2025.

Cassilly Financial Group first reported a position in ESGV in Q4 2025 and has held it in 2 quarters since. 711 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Cassilly Financial Group held 1,743 shares of Vanguard ESG US Stock ETF worth $230K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new Cassilly Financial Group position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.17% of Cassilly Financial Group's portfolio in Q2 2026, its #68 holding.
  • Cassilly Financial Group first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 711 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.