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DHJJ Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

DHJJ Financial Advisors’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 		$175K Buy
+1,325
New +$169K 0.05% 234
2024
Q1 		– Sell
-100
Closed -$8.51K – 817
2023
Q4 		$8.51K Hold
100
– – ﹤0.01% 456
2023
Q3 		$7.52K Buy
+100
New +$7.85K ﹤0.01% 458

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

DHJJ Financial Advisors's ESGV Position: Q2 2026 in Review

DHJJ Financial Advisors opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2026: 1,325 shares worth $175K. The stake represents 0.05% of the portfolio and ranks #234 among its holdings. This is a return to the name: DHJJ Financial Advisors previously reported a position in ESGV as recently as Q4 2023.

DHJJ Financial Advisors first reported a position in ESGV in Q3 2023 and has held it in 3 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • DHJJ Financial Advisors held 1,325 shares of Vanguard ESG US Stock ETF worth $175K as of Q2 2026.
  • Vanguard ESG US Stock ETF was a new DHJJ Financial Advisors position in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #234 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 3 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.