FC Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

FC Advisory’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	$325K	Buy	2,454 +37	+2%	+$4.72K	0.09%	93
2026 Q1	$271K	Buy	2,417 +3	+0.1%	+$356	0.08%	97
2025 Q4	$292K	Buy	2,414 +5	+0.2%	+$600	0.08%	97
2025 Q3	$285K	Buy	2,409 +12	+0.5%	+$1.37K	0.08%	96
2025 Q2	$263K	Sell	2,397 -4,319	-64%	-$435K	0.08%	101
2025 Q1	$658K	Buy	6,716 +126	+2%	+$13.2K	0.22%	64
2024 Q4	$691K	Buy	6,590 +3,346	+103%	+$351K	0.23%	60
2024 Q3	$330K	Buy	+3,244	New	+$318K	0.11%	87
2022 Q2	–	Sell	-2,695	Closed	-$219K	–	83
2022 Q1	$219K	Buy	+2,695	New	+$217K	0.09%	75

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

FC Advisory's ESGV Position: Q2 2026 in Review

FC Advisory increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.5% in Q2 2026, buying an estimated $4.72K and bringing the position to 2,454 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #93.

FC Advisory first reported a position in ESGV in Q1 2022 and has held it in 9 quarters since. The position peaked at $691K in Q4 2024. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

FC Advisory held 2,454 shares of Vanguard ESG US Stock ETF worth $325K as of Q2 2026.
FC Advisory bought 37 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $4.72K.
Vanguard ESG US Stock ETF made up 0.09% of FC Advisory's portfolio in Q2 2026, its #93 holding.
FC Advisory first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 9 quarters since.
FC Advisory's Vanguard ESG US Stock ETF position peaked at $691K in Q4 2024.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.