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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
Q3 		$333K Buy
2,459
+5
+0.2% +$673 0.09% 93
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

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

FC Advisory's ESGV Position: Q3 2026 in Review

FC Advisory increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.2% in Q3 2026, buying an estimated $673 and bringing the position to 2,459 shares worth $333K. 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 10 quarters since. The position peaked at $691K in Q4 2024. 29 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • FC Advisory held 2,459 shares of Vanguard ESG US Stock ETF worth $333K as of Q3 2026.
  • FC Advisory bought 5 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $673.
  • Vanguard ESG US Stock ETF made up 0.09% of FC Advisory's portfolio in Q3 2026, its #93 holding.
  • FC Advisory first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 10 quarters since.
  • FC Advisory's Vanguard ESG US Stock ETF position peaked at $691K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.