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ESGV icon

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
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

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

Farnam Financial's ESGV Position: Q2 2026 in Review

Farnam Financial reduced its Vanguard ESG US Stock ETF (ESGV) stake by 8.4% in Q2 2026, selling an estimated $167K and leaving 14,308 shares worth $1.89M. The position accounts for 1.38% of the portfolio, ranked #21.

Farnam Financial first reported a position in ESGV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.02M in Q4 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Farnam Financial held 14,308 shares of Vanguard ESG US Stock ETF worth $1.89M as of Q2 2026.
  • Farnam Financial sold 1,311 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $167K.
  • Vanguard ESG US Stock ETF made up 1.38% of Farnam Financial's portfolio in Q2 2026, its #21 holding.
  • Farnam Financial first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 8 quarters since.
  • Farnam Financial's Vanguard ESG US Stock ETF position peaked at $2.02M in Q4 2025.
  • 716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Farnam Financial's 13F filing for Q2 2026, filed 22 Jul 2026.