FC
ESGV icon

Family CFO’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Family CFO’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 		$1.28M Buy
9,678
+314
+3% +$40K 0.49% 25
2026
Q1 		$1.05M Hold
9,364
– – 0.47% 25
2025
Q4 		$1.13M Hold
9,364
– – 0.51% 24
2025
Q3 		$1.11M Sell
9,364
-453
-5% -$51.6K 0.51% 25
2025
Q2 		$1.08M Buy
9,817
+148
+2% +$14.9K 0.54% 23
2025
Q1 		$947K Buy
9,669
+103
+1% +$10.8K 0.52% 22
2024
Q4 		$1M Buy
9,566
+813
+9% +$85.3K 0.55% 22
2024
Q3 		$890K Hold
8,753
– – 0.5% 22
2024
Q2 		$846K Sell
8,753
-361
-4% -$33.5K 0.52% 22
2024
Q1 		$849K Sell
9,114
-12
-0.1% -$1.07K 0.53% 22
2023
Q4 		$776K Hold
9,126
– – 0.5% 23
2023
Q3 		$686K Hold
9,126
– – 0.49% 23
2023
Q2 		$715K Hold
9,126
– – 0.5% 23
2023
Q1 		$654K Buy
9,126
+1,061
+13% +$73.9K 0.5% 22
2022
Q4 		$531K Buy
8,065
+2,385
+42% +$159K 0.48% 21
2022
Q3 		$357K Buy
5,680
+232
+4% +$16.3K 0.38% 21
2022
Q2 		$362K Buy
5,448
+1,343
+33% +$97K 0.4% 22
2022
Q1 		$333K Buy
4,105
+1,165
+40% +$93.7K 0.34% 23
2021
Q4 		$258K Buy
+2,940
New +$251K 0.25% 22

Other funds holding ESGV

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Family CFO's ESGV Position: Q2 2026 in Review

Family CFO increased its Vanguard ESG US Stock ETF (ESGV) stake by 3.4% in Q2 2026, buying an estimated $40K and bringing the position to 9,678 shares worth $1.28M. The position accounts for 0.49% of the portfolio, ranked #25.

Family CFO first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 343 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Family CFO held 9,678 shares of Vanguard ESG US Stock ETF worth $1.28M as of Q2 2026.
  • Family CFO bought 314 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $40K.
  • Vanguard ESG US Stock ETF made up 0.49% of Family CFO's portfolio in Q2 2026, its #25 holding.
  • Family CFO first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 343 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.