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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
Q3 		$233K Sell
1,719
-24
-1% -$3.23K 0.16% 72
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Cassilly Financial Group's ESGV Position: Q3 2026 in Review

Cassilly Financial Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.4% in Q3 2026, selling an estimated $3.23K and leaving 1,719 shares worth $233K. The position accounts for 0.16% of the portfolio, ranked #72.

Cassilly Financial Group first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Cassilly Financial Group held 1,719 shares of Vanguard ESG US Stock ETF worth $233K as of Q3 2026.
  • Cassilly Financial Group sold 24 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $3.23K.
  • Vanguard ESG US Stock ETF made up 0.16% of Cassilly Financial Group's portfolio in Q3 2026, its #72 holding.
  • Cassilly Financial Group first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.