FFA
ESGV icon

Farther Finance Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Farther Finance Advisors’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 		$4.69M Sell
35,516
-310
-0.9% -$39.5K 0.04% 428
2026
Q1 		$4.06M Buy
35,826
+547
+2% +$65K 0.04% 402
2025
Q4 		$4.27M Buy
35,279
+22,691
+180% +$2.72M 0.05% 352
2025
Q3 		$1.49M Buy
12,588
+395
+3% +$45K 0.02% 563
2025
Q2 		$1.34M Buy
12,193
+876
+8% +$88.3K 0.03% 488
2025
Q1 		$1.11M Sell
11,317
-1,001
-8% -$105K 0.03% 463
2024
Q4 		$1.29M Sell
12,318
-200
-2% -$21K 0.05% 297
2024
Q3 		$1.27M Buy
12,518
+753
+6% +$73.8K 0.05% 291
2024
Q2 		$1.14M Sell
11,765
-129
-1% -$12K 0.06% 272
2024
Q1 		$1.1M Sell
11,894
-266
-2% -$23.7K 0.07% 232
2023
Q4 		$1.03M Sell
12,160
-537
-4% -$42.3K 0.07% 229
2023
Q3 		$955K Sell
12,697
-128
-1% -$10K 0.15% 125
2023
Q2 		$1M Buy
12,825
+946
+8% +$69.7K 0.22% 89
2023
Q1 		$852K Sell
11,879
-1,743
-13% -$121K 0.25% 83
2022
Q4 		$897K Buy
+13,622
New +$909K 0.35% 57

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Farther Finance Advisors's ESGV Position: Q2 2026 in Review

Farther Finance Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.87% in Q2 2026, selling an estimated $39.5K and leaving 35,516 shares worth $4.69M. The position accounts for 0.04% of the portfolio, ranked #428.

Farther Finance Advisors first reported a position in ESGV in Q4 2022 and has held it in 15 quarters since. 132 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Farther Finance Advisors held 35,516 shares of Vanguard ESG US Stock ETF worth $4.69M as of Q2 2026.
  • Farther Finance Advisors sold 310 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $39.5K.
  • Vanguard ESG US Stock ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #428 holding.
  • Farther Finance Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 132 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.