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Farnam Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Farnam Financial’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
Q1 		$1.75M Sell
15,619
-1,102
-7% -$131K 1.44% 21
2025
Q4 		$2.02M Sell
16,721
-337
-2% -$40.4K 1.52% 21
2025
Q3 		$2.02M Sell
17,058
-286
-2% -$32.6K 1.57% 20
2025
Q2 		$1.9M Buy
17,344
+6,227
+56% +$628K 1.71% 19
2025
Q1 		$1.09M Sell
11,117
-913
-8% -$95.5K 1.11% 25
2024
Q4 		$1.26M Sell
12,030
-133
-1% -$14K 1.32% 21
2024
Q3 		$1.24M Buy
+12,163
New +$1.19M 1.36% 21

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Farnam Financial's ESGV Position: Q1 2026 in Review

Farnam Financial reduced its Vanguard ESG US Stock ETF (ESGV) stake by 6.6% in Q1 2026, selling an estimated $131K and leaving 15,619 shares worth $1.75M. The position accounts for 1.44% of the portfolio, ranked #21.

Farnam Financial first reported a position in ESGV in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Farnam Financial held 15,619 shares of Vanguard ESG US Stock ETF worth $1.75M as of Q1 2026.
  • Farnam Financial sold 1,102 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $131K.
  • Vanguard ESG US Stock ETF made up 1.44% of Farnam Financial's portfolio in Q1 2026, its #21 holding.
  • Farnam Financial first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 7 quarters since.
  • Farnam Financial's Vanguard ESG US Stock ETF position peaked at $2.02M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.