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 Q3	$1.88M	Sell	13,973 -335	-2%	-$45.1K	1.39%	21
2026 Q2	$1.89M	Sell	14,308 -1,311	-8%	-$167K	1.38%	21
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

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

Farnam Financial's ESGV Position: Q3 2026 in Review

Farnam Financial reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.3% in Q3 2026, selling an estimated $45.1K and leaving 13,973 shares worth $1.88M. The position accounts for 1.39% of the portfolio, ranked #21.

Farnam Financial first reported a position in ESGV in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.02M in Q4 2025. 206 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Farnam Financial held 13,973 shares of Vanguard ESG US Stock ETF worth $1.88M as of Q3 2026.
Farnam Financial sold 335 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $45.1K.
Vanguard ESG US Stock ETF made up 1.39% of Farnam Financial's portfolio in Q3 2026, its #21 holding.
Farnam Financial first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 9 quarters since.
Farnam Financial's Vanguard ESG US Stock ETF position peaked at $2.02M in Q4 2025.
206 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.