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

Everhart 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 		$315K Sell
2,380
-20
-0.8% -$2.55K 0.02% 353
2026
Q1 		$269K Sell
2,400
-7
-0.3% -$831 0.02% 377
2025
Q4 		$291K Sell
2,407
-413
-15% -$49.5K 0.03% 331
2025
Q3 		$334K Buy
2,820
+398
+16% +$45.3K 0.03% 300
2025
Q2 		$266K Sell
2,422
-11
-0.5% -$1.11K 0.03% 297
2025
Q1 		$238K Sell
2,433
-7
-0.3% -$732 0.03% 298
2024
Q4 		$256K Sell
2,440
-8
-0.3% -$839 0.05% 275
2024
Q3 		$249K Sell
2,448
-4
-0.2% -$392 0.06% 287
2024
Q2 		$237K Sell
2,452
-101
-4% -$9.36K 0.06% 262
2024
Q1 		$238K Sell
2,553
-8
-0.3% -$711 0.07% 242
2023
Q4 		$218K Buy
+2,561
New +$202K 0.08% 227
2023
Q3 		– Sell
-2,584
Closed -$202K – 219
2023
Q2 		$202K Buy
+2,584
New +$190K 0.08% 210
2022
Q2 		– Sell
-2,616
Closed -$212K – 189
2022
Q1 		$212K Sell
2,616
-106
-4% -$8.52K 0.12% 123
2021
Q4 		$239K Hold
2,722
– – 0.14% 101
2021
Q3 		$218K Hold
2,722
– – 0.15% 95
2021
Q2 		$218K Sell
2,722
-3
-0.1% -$233 0.15% 90
2021
Q1 		$201K Buy
+2,725
New +$197K 0.18% 79

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

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

Everhart Financial Group reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.83% in Q2 2026, selling an estimated $2.55K and leaving 2,380 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #353.

Everhart Financial Group first reported a position in ESGV in Q1 2021 and has held it in 17 quarters since. The position peaked at $334K in Q3 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Everhart Financial Group held 2,380 shares of Vanguard ESG US Stock ETF worth $315K as of Q2 2026.
  • Everhart Financial Group sold 20 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $2.55K.
  • Vanguard ESG US Stock ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #353 holding.
  • Everhart Financial Group first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 17 quarters since.
  • Everhart Financial Group's Vanguard ESG US Stock ETF position peaked at $334K in Q3 2025.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.