FFA
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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
Q3 		$5.47M Buy
40,395
+4,879
+14% +$657K 0.04% 401
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors's ESGV Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 14% in Q3 2026, buying an estimated $657K and bringing the position to 40,395 shares worth $5.47M. The position accounts for 0.04% of the portfolio, ranked #401.

Farther Finance Advisors first reported a position in ESGV in Q4 2022 and has held it in 16 quarters since. 29 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Farther Finance Advisors held 40,395 shares of Vanguard ESG US Stock ETF worth $5.47M as of Q3 2026.
  • Farther Finance Advisors bought 4,879 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $657K.
  • Vanguard ESG US Stock ETF made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #401 holding.
  • Farther Finance Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 16 quarters since.
  • 29 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.