Fiduciary Alliance’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Fiduciary Alliance’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	$273K	Buy	2,015 +1	+0%	+$135	0.02%	422
2026 Q2	$266K	Buy	2,014 +2	+0.1%	+$255	0.02%	470
2026 Q1	$246K	Buy	2,012 +26	+1%	+$3.09K	0.01%	492
2025 Q4	$240K	Buy	1,986 +2	+0.1%	+$240	0.02%	462
2025 Q3	$235K	Buy	1,984 +2	+0.1%	+$228	0.02%	457
2025 Q2	$217K	Buy	+1,982	New	+$200K	0.02%	450

Other funds holding ESGV

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Fiduciary Alliance's ESGV Position: Q3 2026 in Review

Fiduciary Alliance increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.05% in Q3 2026, buying an estimated $135 and bringing the position to 2,015 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #422.

Fiduciary Alliance first reported a position in ESGV in Q2 2025 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Fiduciary Alliance held 2,015 shares of Vanguard ESG US Stock ETF worth $273K as of Q3 2026.
Fiduciary Alliance bought 1 Vanguard ESG US Stock ETF share in Q3 2026, an estimated $135.
Vanguard ESG US Stock ETF made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #422 holding.
Fiduciary Alliance first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 6 quarters since.
231 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.